Wealthcare Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings: VTI and IEF Dip while VEU and SHY Rise

As investment firms release their quarterly reports of 13F holdings, Wealthcare Capital Management LLC recently reported several changes in their portfolio from Q3 2022 to Q4 2022. In this article, we'll look at the stocks that dipped and rose in Wealthcare's holdings during this time frame, and analyze the possible reasons behind these changes.

Firstly, let's take a look at the stocks that dipped in Wealthcare's portfolio. VTI (Vanguard Total Stock Market) and IEF (iShares Barclays 7-10 YR Treasury Bond) both saw decreases in shares, with VTI dropping from 1778516 shares to 1727799 shares (`-2.8%`) and IEF dropping from 2700983 shares to 2733864 shares (`1%`). This dip could indicate that Wealthcare believes there could be potential losses in these stocks in the future, or that they've decided to reduce their holdings in these investments to free up capital.

Another significant dip was seen in IXUS (iShares Core MSCI Total International Stock ETF), which went from 177926 shares to 75356 shares (`-57.7%`). This could be due to a variety of reasons, such as unfavorable geopolitical conditions in certain countries, currency fluctuations, or negative growth expectations. Whatever the reason, Wealthcare seems to be exercising caution in their holdings of this stock.

Moving on to the stocks that rose, VEU (Vanguard FTSE All-World ex-US Index ETF) and SHY (iShares 1-3 Year Treasury Bond ETF) both saw increases in shares during this time frame. VEU rose from 1285126 shares to 1238373 shares (`3.6%`), while SHY rose from 143154 shares to 167284 shares (`16.8%`). It's possible that Wealthcare may see these stocks as having potential for growth and higher returns in the future, leading them to increase their holdings.

It's also interesting to note the significant drop of IEI (iShares 3-7 Year Treasury Bond ETF) from 261022 shares to 139159 shares (`-46.4%`). This could indicate that Wealthcare is not optimistic about the short-term prospects of this stock. Additionally, ITOT (iShares Core S&P Total US Stock Market) saw a major dip in shares from 226890 to 128873 (`-43.3%`), indicating a potential bearish stance on this stock.

In conclusion, Wealthcare Capital Management LLC made some notable changes in their 13F holdings from Q3 2022 to Q4 2022. While certain stocks saw dips in shares, others saw notable rises. It's important to keep in mind that these changes could have various reasons behind them, such as market conditions, growth expectations, or a shift in investment strategy. Nonetheless, it's interesting to see how changes in holdings can reflect an investment firm's outlook on certain stocks.