Wealthcare Capital Management Llc Buys iShares 3-7 Year Treasury Bond ETF, iShares 10-20 Year Treasury Bond ETF, Sprinklr Inc, Sells Schwab U.S. Broad Market ETF, iShares 20+ Year Treasury Bond ETF, Berkshire Hathaway Inc

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Feb 17, 2022
Richmond, VA, based Investment company Wealthcare Capital Management Llc (Current Portfolio) buys iShares 3-7 Year Treasury Bond ETF, iShares 10-20 Year Treasury Bond ETF, Sprinklr Inc, SPDR Portfolio Intermediate Term Treasury ETF, iShares Core MSCI Total International Stock ETF, sells Schwab U.S. Broad Market ETF, iShares 20+ Year Treasury Bond ETF, Berkshire Hathaway Inc, iShares Genomics Immunology and Healthcare ETF, IQ Merger Arbitrage ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wealthcare Capital Management Llc. As of 2021Q4, Wealthcare Capital Management Llc owns 83 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of WEALTHCARE CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthcare+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of WEALTHCARE CAPITAL MANAGEMENT LLC
  1. Vanguard Total Stock Market ETF (VTI) - 1,907,356 shares, 42.40% of the total portfolio. Shares reduced by 2.3%
  2. iShares 7-10 Year Treasury Bond ETF (IEF) - 3,286,554 shares, 34.80% of the total portfolio. Shares added by 1.49%
  3. Vanguard FTSE All-World ex-US ETF (VEU) - 1,427,676 shares, 8.06% of the total portfolio. Shares added by 2.24%
  4. iShares National Muni Bond ETF (MUB) - 157,683 shares, 1.69% of the total portfolio. Shares added by 4.47%
  5. iShares 3-7 Year Treasury Bond ETF (IEI) - 128,230 shares, 1.51% of the total portfolio. Shares added by 41.37%
New Purchase: Sprinklr Inc (CXM)

Wealthcare Capital Management Llc initiated holding in Sprinklr Inc. The purchase prices were between $12.47 and $20.01, with an estimated average price of $16.3. The stock is now traded at around $12.010000. The impact to a portfolio due to this purchase was 0.21%. The holding were 143,941 shares as of 2021-12-31.

New Purchase: SPDR Portfolio Intermediate Term Treasury ETF (SPTI)

Wealthcare Capital Management Llc initiated holding in SPDR Portfolio Intermediate Term Treasury ETF. The purchase prices were between $31.79 and $32.29, with an estimated average price of $32.05. The stock is now traded at around $31.140000. The impact to a portfolio due to this purchase was 0.19%. The holding were 63,769 shares as of 2021-12-31.

New Purchase: SPDR Nuveen Bloomberg Municipal Bond ETF (TFI)

Wealthcare Capital Management Llc initiated holding in SPDR Nuveen Bloomberg Municipal Bond ETF. The purchase prices were between $50.98 and $51.74, with an estimated average price of $51.39. The stock is now traded at around $49.670000. The impact to a portfolio due to this purchase was 0.08%. The holding were 16,429 shares as of 2021-12-31.

New Purchase: Ares Capital Corp (ARCC)

Wealthcare Capital Management Llc initiated holding in Ares Capital Corp. The purchase prices were between $19.66 and $21.7, with an estimated average price of $20.77. The stock is now traded at around $21.590000. The impact to a portfolio due to this purchase was 0.06%. The holding were 29,839 shares as of 2021-12-31.

New Purchase: ProShares Merger ETF (MRGR)

Wealthcare Capital Management Llc initiated holding in ProShares Merger ETF. The purchase prices were between $40.89 and $41.65, with an estimated average price of $41.3. The stock is now traded at around $40.550000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,803 shares as of 2021-12-31.

New Purchase: ServiceNow Inc (NOW)

Wealthcare Capital Management Llc initiated holding in ServiceNow Inc. The purchase prices were between $599.57 and $701.73, with an estimated average price of $656.59. The stock is now traded at around $565.750000. The impact to a portfolio due to this purchase was 0.02%. The holding were 24 shares as of 2021-12-31.

Added: iShares 3-7 Year Treasury Bond ETF (IEI)

Wealthcare Capital Management Llc added to a holding in iShares 3-7 Year Treasury Bond ETF by 41.37%. The purchase prices were between $127.95 and $129.99, with an estimated average price of $128.87. The stock is now traded at around $125.410000. The impact to a portfolio due to this purchase was 0.44%. The holding were 128,230 shares as of 2021-12-31.

Added: iShares 10-20 Year Treasury Bond ETF (TLH)

Wealthcare Capital Management Llc added to a holding in iShares 10-20 Year Treasury Bond ETF by 312.13%. The purchase prices were between $143.55 and $151.72, with an estimated average price of $147.49. The stock is now traded at around $139.580000. The impact to a portfolio due to this purchase was 0.33%. The holding were 32,459 shares as of 2021-12-31.

Added: iShares Core MSCI Total International Stock ETF (IXUS)

Wealthcare Capital Management Llc added to a holding in iShares Core MSCI Total International Stock ETF by 36.94%. The purchase prices were between $68.21 and $72.74, with an estimated average price of $70.81. The stock is now traded at around $68.950000. The impact to a portfolio due to this purchase was 0.12%. The holding were 65,829 shares as of 2021-12-31.

Added: Dimensional U.S. Core Equity 2 ETF (DFAC)

Wealthcare Capital Management Llc added to a holding in Dimensional U.S. Core Equity 2 ETF by 110.15%. The purchase prices were between $26.52 and $29.09, with an estimated average price of $28.15. The stock is now traded at around $27.030000. The impact to a portfolio due to this purchase was 0.04%. The holding were 26,132 shares as of 2021-12-31.

Added: VanEck High Yield Muni ETF (HYD)

Wealthcare Capital Management Llc added to a holding in VanEck High Yield Muni ETF by 24.38%. The purchase prices were between $61.06 and $62.27, with an estimated average price of $61.72. The stock is now traded at around $59.590000. The impact to a portfolio due to this purchase was 0.01%. The holding were 8,239 shares as of 2021-12-31.

Added: Invesco Senior Loan ETF (BKLN)

Wealthcare Capital Management Llc added to a holding in Invesco Senior Loan ETF by 25.55%. The purchase prices were between $21.69 and $22.04, with an estimated average price of $21.92. The stock is now traded at around $21.820000. The impact to a portfolio due to this purchase was 0.01%. The holding were 25,382 shares as of 2021-12-31.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Wealthcare Capital Management Llc sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $140.81 and $153.96, with an estimated average price of $146.9.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Wealthcare Capital Management Llc sold out a holding in Berkshire Hathaway Inc. The sale prices were between $273.64 and $300.17, with an estimated average price of $286.71.

Sold Out: iShares Genomics Immunology and Healthcare ETF (IDNA)

Wealthcare Capital Management Llc sold out a holding in iShares Genomics Immunology and Healthcare ETF. The sale prices were between $42.98 and $51.05, with an estimated average price of $47.08.

Sold Out: Vanguard Total International Bond ETF (BNDX)

Wealthcare Capital Management Llc sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $54.82 and $55.76, with an estimated average price of $55.28.



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