Wade Financial Advisory, Inc Vanguard Large Cap ETF Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 98,672 shares of VV stock, worth $27.7 Million. This represents 9.03% of its overall portfolio holdings.

Number of Shares

98,672

Previous 98,897 0.23%

Holding current value

$27.7 Million

Previous $26 Million 2.2%

% of portfolio

9.03%

Previous 8.78%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$260.27 - $280.65 $58,560 - $63,146	-225 Reduced 0.23%	98,672 $26.6 Million
Q3 2024 Oct 28, 2024	SELL	$236.92 - $263.4 $84,817 - $94,297	-358 Reduced 0.36%	98,897 $26 Million
Q2 2024 Jul 25, 2024	SELL	$227.27 - $251.65 $318,632 - $352,813	-1,402 Reduced 1.39%	99,255 $24.8 Million
Q1 2024 May 13, 2024	SELL	$214.62 - $240.49 $202,815 - $227,263	-945 Reduced 0.93%	100,657 $24.1 Million
Q4 2023 Feb 09, 2024	SELL	$188.0 - $219.17 $706,316 - $823,421	-3,757 Reduced 3.57%	101,602 $22.2 Million
Q3 2023 Oct 10, 2023	SELL	$195.09 - $209.59 $268,638 - $288,605	-1,377 Reduced 1.29%	105,359 $20.6 Million
Q2 2023 Aug 09, 2023	SELL	$184.38 - $202.72 $125,378 - $137,849	-680 Reduced 0.63%	106,736 $21.6 Million
Q1 2023 Apr 07, 2023	SELL	$172.79 - $190.36 $863 - $951	-5 Reduced -0.0%	107,416 $20.1 Million
Q3 2022 Oct 26, 2022	SELL	$163.56 - $196.95 $47,923 - $57,706	-293 Reduced 0.27%	107,421 $17.6 Million
Q2 2022 Aug 05, 2022	SELL	$167.29 - $210.78 $192,718 - $242,818	-1,152 Reduced 1.06%	107,714 $18.6 Million
Q1 2022 Apr 21, 2022	BUY	$191.25 - $221.63 $7.92 Million - $9.18 Million	41,418 Added 61.41%	108,866 $22.7 Million
Q4 2021 Feb 08, 2022	SELL	$200.26 - $221.75 $5,206 - $5,765	-26 Reduced 0.04%	67,448 $14.9 Million
Q3 2021 Nov 02, 2021	SELL	$199.12 - $212.29 $13,938 - $14,860	-70 Reduced 0.1%	67,474 $13.6 Million
Q2 2021 Jul 29, 2021	BUY	$187.36 - $200.75 $415,751 - $445,464	2,219 Added 3.4%	67,544 $13.6 Million
Q1 2021 Apr 14, 2021	SELL	$173.39 - $186.2 $17,339 - $18,620	-100 Reduced 0.15%	65,325 $12.1 Million
Q4 2020 Mar 10, 2021	SELL	$152.54 - $175.74 $9,152 - $10,544	-60 Reduced 0.09%	65,425 $11.5 Million
Q3 2020 Nov 03, 2020	SELL	$144.11 - $166.66 $9,223 - $10,666	-64 Reduced 0.1%	65,485 $10.2 Million
Q1 2020 Apr 27, 2020	SELL	$102.61 - $156.13 $10,466 - $15,925	-102 Reduced 0.16%	65,549 $7.76 Million
Q4 2019 Feb 11, 2020	BUY	$132.26 - $148.31 $8.68 Million - $9.74 Million	65,651 New	65,651 $9.71 Million

Others Institutions Holding VV

# of Institutions

1,200

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

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About VANGUARD LARGE-CAP ETF

Ticker VV
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Wade Financial Advisory, Inc Vanguard Large Cap ETF Transaction History