Wade Financial Advisory, Inc Sells in Q4 2024

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-379
- 0.36%
$57.29 - $63.1 $21.7K - $23.9K
105K $6.01M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-615
- 1.12%
$79.93 - $88.06 $49.2K - $54.2K
54.4K $4.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.02K
- 1.7%
$176.42 - $186.91 $356K - $377K
117K $20.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.61K
- 2.71%
$34.13 - $37.35 $54.9K - $60.1K
57.7K $1.97M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.09K
- 42.4%
$58.88 - $64.8 $182K - $200K
4.19K $247K
LMT
Lockheed Martin Corp

Industrials
-80
- 5.09%
$479.66 - $614.62 $38.4K - $49.2K
1.49K $724K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-525
- 2.51%
$64.62 - $71.43 $33.9K - $37.5K
20.4K $1.32M
AMD
Advanced Micro Devices Inc

Technology
-195
- 5.12%
$118.88 - $172.8 $23.2K - $33.7K
3.61K $436K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.16K
- 2.6%
$28.89 - $33.95 $33.6K - $39.5K
43.6K $1.27M
GE
General Electric CO

Industrials
-501
- 20.29%
$159.95 - $194.23 $80.1K - $97.3K
1.97K $328K
VB
Vanguard Small Cap ETF

ETFs
-636
- 4.94%
$233.76 - $261.58 $149K - $166K
12.2K $2.94M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.35K
- 16.03%
$48.45 - $52.57 $114K - $124K
12.3K $612K
GOOGL
Alphabet Inc.

Communication Services
-741
- 24.51%
$161.86 - $196.66 $120K - $146K
2.28K $431K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-2.77K
- 3.85%
$40.26 - $44.35 $112K - $123K
69.3K $2.87M
GOOG
Alphabet Inc.

Communication Services
-879
- 19.62%
$163.08 - $198.16 $143K - $174K
3.6K $685K
JNJ
Johnson & Johnson

Healthcare
-160
- 8.6%
$143.34 - $165.86 $22.9K - $26.5K
1.7K $245K
PEP
Pepsico Inc

Consumer Defensive
-100
- 6.78%
$151.29 - $176.1 $15.1K - $17.6K
1.37K $208K
ORCL
Oracle Corp

Technology
-130
- 3.86%
$165.41 - $192.43 $21.5K - $25K
3.24K $539K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-65
- 0.75%
$37.27 - $41.46 $2.42K - $2.69K
8.65K $322K
INTU
Intuit Inc

Technology
-25
- 7.2%
$602.01 - $706.25 $15.1K - $17.7K
322 $202K
IEMG
Ishares Inc

ETFs
-171
- 0.6%
N/A
28.4K $1.52M
IBM
International Business Machines Corp

Technology
-30
- 2.47%
$204.9 - $238.04 $6.15K - $7.14K
1.19K $260K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-147
- 3.38%
$124.61 - $133.96 $18.3K - $19.7K
4.2K $541K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-28
- 0.45%
$41.09 - $45.94 $1.15K - $1.29K
6.16K $258K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.68K
- 1.93%
$124.26 - $134.12 $209K - $226K
85.4K $11M
AAPL
Apple Inc.

Technology
-209
- 1.27%
$221.69 - $259.02 $46.3K - $54.1K
16.3K $4.08M
VV
Vanguard Large Cap ETF

ETFs
-225
- 0.23%
$260.27 - $280.65 $58.6K - $63.1K
98.7K $26.6M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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