Notify me when Wade Financial Advisory, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 76 | $291,921,041 | +$5,043,228 | -$4,306,282 | +$736,946 | VTI, VV, VEA, QUAL, VGIT | 13F-HR | 09 May 2025, 11:46 |
| Q4 2024 | 80 | $295,210,694 | +$16,362,034 | -$2,865,824 | +$13,496,210 | VTI, VV, QUAL, VEA, VGIT | 13F-HR | 22 Jan 2025, 18:02 |
| Q3 2024 | 81 | $297,146,200 | +$4,104,098 | -$1,984,260 | +$2,119,838 | VTI, VV, QUAL, VEA, VGIT | 13F-HR | 28 Oct 2024, 15:19 |
| Q2 2024 | 81 | $277,875,824 | +$2,789,246 | -$4,042,092 | -$1,252,846 | VTI, VV, QUAL, VEA, VGIT | 13F-HR | 25 Jul 2024, 17:09 |
| Q1 2024 | 77 | $274,274,028 | +$12,157,258 | -$19,982,569 | -$7,825,311 | VTI, VV, QUAL, VEA, VGIT | 13F-HR | 13 May 2024, 17:55 |
| Q4 2023 | 75 | $264,500,580 | +$16,115,156 | -$8,962,349 | +$7,152,807 | VTI, VV, VEA, QUAL, VGIT | 13F-HR | 09 Feb 2024, 15:50 |
| Q3 2023 | 70 | $233,534,207 | +$3,468,245 | -$13,005,964 | -$9,537,719 | VTI, VV, VEA, QUAL, EEMV | 13F-HR | 10 Oct 2023, 21:30 |
| Q2 2023 | 73 | $252,367,799 | +$8,539,777 | -$5,950,313 | +$2,589,464 | VTI, VV, VEA, QUAL, EEMV | 13F-HR | 09 Aug 2023, 18:43 |
| Q1 2023 | 76 | $238,056,133 | +$12,168,333 | -$8,863,640 | +$3,304,693 | VTI, VV, VEA, QUAL, EEMV | 13F-HR | 07 Apr 2023, 13:22 |
| Q4 2022 | 75 | $220,778,301 | +$13,711,225 | -$10,826,809 | +$2,884,416 | VTI, VV, VEA, EEMV, QUAL | 13F-HR | 12 Jan 2023, 21:26 |
| Q3 2022 | 73 | $199,683,000 | +$12,887,375 | -$7,786,523 | +$5,100,852 | VTI, VV, EEMV, QUAL, VEA | 13F-HR | 26 Oct 2022, 09:53 |
| Q2 2022 | 74 | $210,878,000 | +$21,269,815 | -$8,818,042 | +$12,451,773 | VTI, VV, VEA, EEMV, QUAL | 13F-HR | 05 Aug 2022, 13:42 |
| Q1 2022 | 77 | $233,171,000 | +$59,565,130 | -$6,250,199 | +$53,314,931 | VTI, VV, EEMV, LRGF, QUAL | 13F-HR | 20 Apr 2022, 20:41 |
| Q4 2021 | 71 | $192,322,000 | +$6,616,569 | -$1,066,239 | +$5,550,330 | VTI, VV, VEA, EEMV, LRGF | 13F-HR | 07 Feb 2022, 20:12 |
| Q3 2021 | 73 | $177,248,000 | +$2,014,367 | -$4,813,096 | -$2,798,729 | VTI, VV, VEA, EEMV, LRGF | 13F-HR | 02 Nov 2021, 08:55 |
| Q2 2021 | 71 | $182,447,000 | +$14,980,778 | -$400,352 | +$14,580,426 | VTI, VV, VEA, EEMV, LRGF | 13F-HR | 29 Jul 2021, 15:44 |
| Q1 2021 | 68 | $158,247,000 | +$2,143,791 | -$852,031 | +$1,291,760 | VTI, VV, EEMV, LRGF, VEA | 13F-HR | 14 Apr 2021, 13:39 |
| Q4 2020 | 69 | $149,028,000 | +$24,853,653 | -$18,003,829 | +$6,849,824 | VTI, VV, EEMV, LRGF, QUAL | 13F-HR | 10 Mar 2021, 12:54 |
| Q3 2020 | 67 | $126,933,000 | +$7,749,553 | -$2,512,827 | +$5,236,726 | VTI, VV, EEMV, QUAL, SPLV | 13F-HR | 02 Nov 2020, 21:16 |
| Q2 2020 | 67 | $115,686,000 | +$16,092,638 | -$15,878,442 | +$214,196 | VTI, VV, EEMV, SPLV, QUAL | 13F-HR | 16 Jul 2020, 16:48 |
| Q1 2020 | 59 | $100,199,000 | +$31,103,644 | -$21,231,346 | +$9,872,298 | VTI, SPLV, VV, SCHF, QUAL | 13F-HR | 27 Apr 2020, 09:50 |
| Q4 2019 | 61 | $113,024,000 | $0 | $0 | $0 | VTI, USMV, VV, EEMV, EFAV | 13F-HR | 11 Feb 2020, 16:47 |