Wade Financial Advisory, Inc Vanguard Total Stock Market Et Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 218,079 shares of VTI stock, worth $65.7 Million. This represents 21.44% of its overall portfolio holdings.

Number of Shares

218,079

Previous 216,615 0.68%

Holding current value

$65.7 Million

Previous $61.3 Million 3.04%

% of portfolio

21.44%

Previous 20.69%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$280.04 - $302.45 $409,978 - $442,786	1,464 Added 0.68%	218,079 $63.2 Million
Q3 2024 Oct 28, 2024	BUY	$255.18 - $283.2 $350,106 - $388,550	1,372 Added 0.64%	216,615 $61.3 Million
Q2 2024 Jul 25, 2024	SELL	$245.23 - $269.4 $108,146 - $118,805	-441 Reduced 0.2%	215,243 $57.6 Million
Q1 2024 May 13, 2024	BUY	$232.77 - $260.14 $3.57 Million - $3.99 Million	15,323 Added 7.65%	215,684 $56.1 Million
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $1.3 Million - $1.52 Million	6,400 Added 3.3%	200,361 $47.5 Million
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $438,041 - $473,141	2,072 Added 1.08%	193,961 $41.2 Million
Q2 2023 Aug 09, 2023	BUY	$200.75 - $220.28 $1.31 Million - $1.43 Million	6,510 Added 3.51%	191,889 $42.3 Million
Q1 2023 Apr 07, 2023	BUY	$189.85 - $210.01 $1.5 Million - $1.66 Million	7,908 Added 4.46%	185,379 $37.8 Million
Q4 2022 Jan 12, 2023	SELL	$179.3 - $204.18 $1.3 Million - $1.48 Million	-7,258 Reduced 3.93%	177,471 $0
Q3 2022 Oct 26, 2022	BUY	$179.47 - $216.24 $450,649 - $542,978	2,511 Added 1.38%	184,729 $33.2 Million
Q2 2022 Aug 05, 2022	BUY	$183.02 - $230.52 $1.22 Million - $1.53 Million	6,646 Added 3.79%	182,218 $34.4 Million
Q1 2022 Apr 21, 2022	BUY	$209.9 - $242.97 $5.54 Million - $6.42 Million	26,417 Added 17.71%	175,572 $40 Million
Q4 2021 Feb 08, 2022	BUY	$221.73 - $242.96 $1.29 Million - $1.41 Million	5,824 Added 4.06%	149,155 $36 Million
Q3 2021 Nov 02, 2021	SELL	$219.23 - $234.37 $94,707 - $101,247	-432 Reduced 0.3%	143,331 $31.8 Million
Q2 2021 Jul 29, 2021	BUY	$209.28 - $222.82 $2.83 Million - $3.01 Million	13,520 Added 10.38%	143,763 $32 Million
Q1 2021 Apr 14, 2021	BUY	$191.87 - $208.85 $737,356 - $802,610	3,843 Added 3.04%	130,243 $26.9 Million
Q4 2020 Mar 10, 2021	BUY	$166.99 - $194.64 $4.47 Million - $5.21 Million	26,792 Added 26.9%	126,400 $24.6 Million
Q3 2020 Nov 03, 2020	BUY	$157.44 - $181.24 $776,494 - $893,875	4,932 Added 5.21%	99,608 $17 Million
Q2 2020 Jul 16, 2020	BUY	$122.96 - $164.1 $360,149 - $480,648	2,929 Added 3.19%	94,676 $14.8 Million
Q1 2020 Apr 27, 2020	SELL	$111.91 - $172.17 $788,741 - $1.21 Million	-7,048 Reduced 7.13%	91,747 $11.8 Million
Q4 2019 Feb 11, 2020	BUY	$146.61 - $164.29 $14.5 Million - $16.2 Million	98,795 New	98,795 $16.2 Million

Others Institutions Holding VTI

# of Institutions

3,104

Shares Held

455M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Account

Wade Financial Advisory, Inc Vanguard Total Stock Market Et Transaction History