Wade Financial Advisory, Inc Vanguard Dividend Appreciation Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 22,754 shares of VIG stock, worth $4.14 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

22,754

Previous 24,526 7.22%

Holding current value

$4.14 Million

Previous $4.47 Million 7.23%

% of portfolio

1.42%

Previous 1.52%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	N/A	-1,772 Reduced 7.22%	22,754 $4.14 Million
Q4 2024 Jan 22, 2025	SELL	N/A	-688 Reduced 2.73%	24,526 $4.47 Million
Q3 2024 Oct 28, 2024	SELL	$182.15 - $182.15 $67,031 - $67,031	-368 Reduced 1.44%	25,214 $4.59 Million
Q2 2024 Jul 25, 2024	SELL	$173.33 - $185.29 $35,705 - $38,169	-206 Reduced 0.8%	25,582 $4.67 Million
Q1 2024 May 13, 2024	SELL	$168.47 - $182.98 $81,707 - $88,745	-485 Reduced 1.85%	25,788 $4.71 Million

Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $112,319 - $128,027	-748 Reduced 2.77%	26,273 $4.48 Million
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $321,636 - $345,586	-2,070 Reduced 7.12%	27,021 $4.2 Million
Q2 2023 Aug 09, 2023	SELL	$152.74 - $162.43 $948,515 - $1.01 Million	-6,210 Reduced 17.59%	29,091 $4.73 Million
Q1 2023 Apr 07, 2023	SELL	$147.24 - $158.33 $46,675 - $50,190	-317 Reduced 0.89%	35,301 $5.44 Million
Q4 2022 Jan 12, 2023	BUY	$144.84 - $158.71 $1.34 Million - $1.47 Million	9,259 Added 35.13%	35,618 $0
Q3 2022 Oct 26, 2022	SELL	N/A	-5,853 Reduced 18.17%	26,359 $3.56 Million
Q2 2022 Aug 05, 2022	BUY	N/A	7,717 Added 31.5%	32,212 $4.62 Million
Q1 2022 Apr 21, 2022	BUY	N/A	3,309 Added 15.62%	24,495 $3.97 Million
Q4 2021 Feb 08, 2022	SELL	N/A	-47 Reduced 0.22%	21,186 $3.64 Million
Q3 2021 Nov 02, 2021	SELL	N/A	-305 Reduced 1.42%	21,233 $3.26 Million
Q2 2021 Jul 29, 2021	SELL	N/A	-731 Reduced 3.28%	21,538 $3.33 Million
Q1 2021 Apr 14, 2021	SELL	N/A	-133 Reduced 0.59%	22,269 $3.28 Million
Q4 2020 Mar 10, 2021	SELL	N/A	-832 Reduced 3.58%	22,402 $3.16 Million
Q3 2020 Nov 03, 2020	SELL	N/A	-51 Reduced 0.22%	23,234 $2.99 Million
Q2 2020 Jul 16, 2020	SELL	N/A	-4,377 Reduced 15.82%	23,285 $2.73 Million
Q1 2020 Apr 27, 2020	BUY	N/A	14,390 Added 108.42%	27,662 $2.86 Million
Q4 2019 Feb 11, 2020	BUY	N/A	13,272 New	13,272 $1.65 Million

Others Institutions Holding VIG

# of Institutions

2,653

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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Wade Financial Advisory, Inc Vanguard Dividend Appreciation Transaction History