Wade Financial Advisory, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$297M
Signature - Title
Neelesh Champaneri - Chief Investment Officer
Location
Campbell, CA
Summary
This page shows a list of all the recent 13F filings made by Wade Financial Advisory, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wade Financial Advisory, Inc reported 81 stock holdings with total value $297M as of Q3 2024. Top holdings included VTI, VV, QUAL, VEA, and VGIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $297M +$4.1M -$1.98M +$2.12M VTI, VV, QUAL, VEA, VGIT 13F-HR 10/28/2024, 03:19 PM
Q2 2024 81 $278M +$2.79M -$4.04M -$1.25M VTI, VV, QUAL, VEA, VGIT 13F-HR 7/25/2024, 05:09 PM
Q1 2024 77 $274M +$12.2M -$20M -$7.83M VTI, VV, QUAL, VEA, VGIT 13F-HR 5/13/2024, 05:55 PM
Q4 2023 75 $265M +$16.1M -$8.96M +$7.15M VTI, VV, VEA, QUAL, VGIT 13F-HR 2/9/2024, 03:50 PM
Q3 2023 70 $234M +$3.47M -$13M -$9.54M VTI, VV, VEA, QUAL, EEMV 13F-HR 10/10/2023, 09:30 PM
Q2 2023 73 $252M +$8.54M -$5.95M +$2.59M VTI, VV, VEA, QUAL, EEMV 13F-HR 8/9/2023, 06:43 PM
Q1 2023 76 $238M +$12.2M -$8.86M +$3.3M VTI, VV, VEA, QUAL, EEMV 13F-HR 4/7/2023, 01:22 PM
Q4 2022 75 $221M +$13.7M -$10.8M +$2.88M VTI, VV, VEA, EEMV, QUAL 13F-HR 1/12/2023, 09:26 PM
Q3 2022 73 $200M +$12.9M -$7.79M +$5.1M VTI, VV, EEMV, QUAL, VEA 13F-HR 10/26/2022, 09:53 AM
Q2 2022 74 $211M +$21.3M -$8.82M +$12.5M VTI, VV, VEA, EEMV, QUAL 13F-HR 8/5/2022, 01:42 PM
Q1 2022 77 $233M +$59.6M -$6.25M +$53.3M VTI, VV, EEMV, LRGF, QUAL 13F-HR 4/20/2022, 08:41 PM
Q4 2021 71 $192M +$6.62M -$1.07M +$5.55M VTI, VV, VEA, EEMV, LRGF 13F-HR 2/7/2022, 08:12 PM
Q3 2021 73 $177M +$2.01M -$4.81M -$2.8M VTI, VV, VEA, EEMV, LRGF 13F-HR 11/2/2021, 08:55 AM
Q2 2021 71 $182M +$15M -$400K +$14.6M VTI, VV, VEA, EEMV, LRGF 13F-HR 7/29/2021, 03:44 PM
Q1 2021 68 $158M +$2.14M -$852K +$1.29M VTI, VV, EEMV, LRGF, VEA 13F-HR 4/14/2021, 01:39 PM
Q4 2020 69 $149M +$24.9M -$18M +$6.85M VTI, VV, EEMV, LRGF, QUAL 13F-HR 3/10/2021, 12:54 PM
Q3 2020 67 $127M +$7.75M -$2.51M +$5.24M VTI, VV, EEMV, QUAL, SPLV 13F-HR 11/2/2020, 09:16 PM
Q2 2020 67 $116M +$16.1M -$15.9M +$214K VTI, VV, EEMV, SPLV, QUAL 13F-HR 7/16/2020, 04:48 PM
Q1 2020 59 $100M +$31.1M -$21.2M +$9.87M VTI, SPLV, VV, SCHF, QUAL 13F-HR 4/27/2020, 09:50 AM
Q4 2019 61 $113M $0 $0 VTI, USMV, VV, EEMV, EFAV 13F-HR 2/11/2020, 04:47 PM