Wade Financial Advisory, Inc Incresed Positions in Q1 2025

Wade Financial Advisory, Inc

  • $292 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
9.54K
+ 2.33%
$47.4 - $52.99 $452K - $506K
419K $21.3M
INTF
Ishares Tr

ETFs
27.5K
+ 9.44%
$28.43 - $31.96 $782K - $879K
319K $9.83M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.06K
+ 0.81%
$36.91 - $41.03 $76.1K - $84.6K
256K $10.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.77K
+ 0.98%
$57.44 - $59.4 $159K - $164K
284K $16.8M
IEFA
Ishares Tr

ETFs
161
+ 0.16%
$69.57 - $78.65 $11.2K - $12.7K
98.5K $7.45M
EMGF
Ishares Msci Emerging Markets

ETFs
6.84K
+ 6.44%
$44.18 - $48.23 $302K - $330K
113K $5.29M
LRGF
Ishares Tr

ETFs
18.1K
+ 7.58%
$56.95 - $63.95 $1.03M - $1.16M
257K $14.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.22K
+ 8.46%
$120.29 - $134.6 $869K - $972K
92.6K $11.3M
FNDC
Schwab Fundamental Intl Small

ETFs
303
+ 0.33%
$33.34 - $37.44 $10.1K - $11.3K
92.9K $3.36M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.3K
+ 2.24%
$33.84 - $37.77 $43.8K - $48.9K
59K $2.15M
EEMV
Ishares Msci Emerging Markets

ETFs
1.38K
+ 1.17%
$57.07 - $59.29 $78.5K - $81.6K
119K $6.95M
FNDF
Schwab Fundamental Intl Large

ETFs
54
+ 0.15%
$32.9 - $37.45 $1.78K - $2.02K
34.9K $1.26M
IEMG
Ishares Inc

ETFs
1.61K
+ 5.67%
N/A
30K $1.61M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
440
+ 2.15%
$63.91 - $70.19 $28.1K - $30.9K
20.9K $1.41M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
926
+ 22.05%
$120.24 - $134.3 $111K - $124K
5.13K $624K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
211
+ 12.54%
$507.05 - $563.67 $107K - $119K
1.89K $973K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.24K
+ 18.15%
$46.38 - $52.65 $104K - $118K
14.6K $679K
TLT
Ishares Barclays 20+ Year Trea

ETFs
20
+ 0.27%
$85.29 - $92.57 $1.71K - $1.85K
7.54K $686K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
64
+ 1.43%
$75.32 - $84.77 $4.82K - $5.43K
4.53K $370K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
118
+ 1.92%
$37.84 - $44.02 $4.47K - $5.19K
6.28K $241K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.84%
$102.49 - $119.96 $1.95K - $2.28K
2.28K $238K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.01%
$67.03 - $74.61 $201 - $224
30.6K $2.08M
MSFT
Microsoft Corp

Technology
29
+ 0.84%
$375.39 - $447.2 $10.9K - $13K
3.48K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
565
+ 0.26%
$271.18 - $303.12 $153K - $171K
219K $60.1M
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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