WFA
Wade Financial Advisory’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $25.1M | Sell |
97,688
-984
| -1% | -$253K | 8.6% | 2 |
|
|
2024
Q4 | $26.6M | Sell |
98,672
-225
| -0.2% | -$60.7K | 9.01% | 2 |
|
|
2024
Q3 | $26M | Sell |
98,897
-358
| -0.4% | -$94.3K | 8.76% | 2 |
|
|
2024
Q2 | $24.8M | Sell |
99,255
-1,402
| -1% | -$350K | 8.92% | 2 |
|
|
2024
Q1 | $24.1M | Sell |
100,657
-945
| -0.9% | -$227K | 8.8% | 2 |
|
|
2023
Q4 | $22.2M | Sell |
101,602
-3,757
| -4% | -$820K | 8.38% | 2 |
|
|
2023
Q3 | $20.6M | Sell |
105,359
-1,377
| -1% | -$269K | 8.83% | 2 |
|
|
2023
Q2 | $21.6M | Sell |
106,736
-680
| -0.6% | -$138K | 8.57% | 2 |
|
|
2023
Q1 | $20.1M | Sell |
107,416
-5
| -0% | -$934 | 8.43% | 2 |
|
|
2022
Q4 | $18.7M | Hold |
107,421
| – | – | 8.48% | 2 |
|
|
2022
Q3 | $17.6M | Sell |
107,421
-293
| -0.3% | -$47.9K | 8.8% | 2 |
|
|
2022
Q2 | $18.6M | Sell |
107,714
-1,152
| -1% | -$199K | 8.8% | 2 |
|
|
2022
Q1 | $22.7M | Buy |
108,866
+41,418
| +61% | +$8.64M | 9.73% | 2 |
|
|
2021
Q4 | $14.9M | Sell |
67,448
-26
| -0% | -$5.75K | 7.75% | 2 |
|
|
2021
Q3 | $13.6M | Sell |
67,474
-70
| -0.1% | -$14.1K | 7.65% | 2 |
|
|
2021
Q2 | $13.6M | Buy |
67,544
+2,219
| +3% | +$445K | 7.43% | 2 |
|
|
2021
Q1 | $12.1M | Sell |
65,325
-100
| -0.2% | -$18.5K | 7.65% | 2 |
|
|
2020
Q4 | $11.5M | Sell |
65,425
-60
| -0.1% | -$10.5K | 7.72% | 2 |
|
|
2020
Q3 | $10.2M | Sell |
65,485
-64
| -0.1% | -$10K | 8.07% | 2 |
|
|
2020
Q2 | $9.37M | Hold |
65,549
| – | – | 8.1% | 2 |
|
|
2020
Q1 | $7.76M | Sell |
65,549
-102
| -0.2% | -$12.1K | 7.75% | 3 |
|
|
2019
Q4 | $9.71M | Buy |
+65,651
| New | +$9.71M | 8.57% | 3 |
|