Wealthcare Capital Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

The first and second quarters of 2023 brought significant changes to the holdings of Wealthcare Capital Management LLC. In this article, we will analyze the key takeaways from the 13F filings and examine the shifts in share quantities and values for various issuers. These developments shed light on the investment strategy employed by Wealthcare Capital Management LLC during this period.

Wealthcare Capital Management LLC Holdings Analysis:

1. VANGUARD INDEX FDS (VTI):

Holding a massive number of shares, Wealthcare Capital Management LLC saw a slight reduction in the quantity of VTI shares. Nonetheless, the value of their holdings increased by 5.4%.

2. ISHARES TR (IEF):

Despite a minimal increase in the number of IEF shares, the value remained relatively stable with a 1.2% rise.

3. VANGUARD INTL EQUITY INDEX F (VEU):

VEU witnessed a marginal decrease in share quantities, but the value of the holdings remained relatively steady, experiencing a slight 0.4% increase.

4. ISHARES TR (SHY):

Wealthcare Capital Management LLC observed a minor increase in both the share quantity and value of SHY holdings, with a 1.5% growth.

5. ISHARES TR (MUB):

The holdings of MUB experienced a significant increase, with a rise of 8.5% in both share quantities and the overall value.

6. SCHWAB STRATEGIC TR (SCHP):

There was a slight decrease of 1.8% in the holdings of SCHP, both in terms of share quantity and value.

7. ISHARES TR (ITOT):

Even though ITOT witnessed a slight decrease in share quantities, the value of the holdings increased by 1.9%.

8. ISHARES TR (IEI):

Wealthcare Capital Management LLC observed a decline in both share quantities and value for IEI, with a reduction of 5.2%.

9. ISHARES TR (STIP):

STIP holdings experienced substantial growth, with a remarkable increase of 92.2% in both share quantities and value.

10. ISHARES TR (IVV):

There was a notable increase of 8.5% in both share quantities and the overall value of IVV holdings.

Conclusion:

Wealthcare Capital Management LLC made notable adjustments to their portfolio during the first and second quarters of 2023. While some holdings saw reductions in share quantities, others experienced significant growth. Overall, these changes reflect a dynamic investment strategy aimed at maximizing returns. It will be interesting to see how Wealthcare Capital Management LLC continues to evolve their portfolio in the future, taking advantage of emerging market opportunities and adapting to market conditions.