Wade Financial Advisory, Inc Incresed Positions in Q3 2024

Wade Financial Advisory, Inc

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 0.64%
$255.18 - $283.2 $350K - $389K
217K $61.3M
VEA
Vanguard Ftse Developed Market

ETFs
4.26K
+ 1.13%
$47.6 - $53.31 $203K - $227K
383K $20.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.3K
+ 5.06%
$57.8 - $60.8 $712K - $749K
256K $15.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.24K
+ 1.05%
$162.64 - $179.3 $202K - $222K
119K $21.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.9K
+ 5.12%
$37.37 - $41.82 $445K - $498K
245K $10.1M
INTF
Ishares Tr

ETFs
12.5K
+ 5.02%
$28.08 - $31.79 $352K - $398K
262K $8.23M
LRGF
Ishares Tr

ETFs
2.49K
+ 1.09%
$52.89 - $58.77 $131K - $146K
231K $13.6M
IEFA
Ishares Tr

ETFs
3.7K
+ 4.09%
$70.09 - $78.74 $259K - $291K
94.2K $7.35M
EEMV
Ishares Msci Emerging Markets

ETFs
2.14K
+ 1.93%
$56.77 - $63.31 $121K - $135K
113K $7.06M
EMGF
Ishares Msci Emerging Markets

ETFs
3.33K
+ 3.49%
$44.02 - $50.58 $147K - $168K
98.8K $4.92M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.74K
+ 21.72%
$64.83 - $72.82 $242K - $272K
21K $1.51M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
2.06K
+ 2.94%
$36.99 - $40.84 $76.1K - $84K
72.1K $2.94M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.01%
$59.93 - $66.52 $420 - $466
88.4K $5.88M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
325
+ 0.56%
$60.1 - $66.57 $19.5K - $21.6K
58.1K $3.86M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.8K
+ 13.94%
$43.59 - $49.35 $78.3K - $88.6K
14.7K $720K
IVV
Ishares Core S&P 500 ETF

ETFs
111
+ 7.7%
$520.18 - $576.82 $57.7K - $64K
1.55K $895K
TLT
Ishares Barclays 20+ Year Trea

ETFs
375
+ 5.97%
$89.91 - $101.33 $33.7K - $38K
6.65K $652K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.11K
+ 14.6%
$35.28 - $41.16 $39.2K - $45.7K
8.71K $352K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4
+ 0.06%
$38.03 - $42.06 $152 - $168
6.19K $258K
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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