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Disclosery

Wade Financial Advisory, Inc: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on VTI, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 218,644 VTI shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 218,644 shares
    Change vs previous 13F +565 shares

    20.59% of the 13F portfolio, value $60,092,227.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 218,079 shares
    Change vs previous 13F +1,464 shares

    21.41% of the 13F portfolio, value $63,201,535.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 216,615 shares
    Change vs previous 13F +1,372 shares

    20.64% of the 13F portfolio, value $61,336,791.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 215,243 shares
    Change vs previous 13F -441 shares

    20.72% of the 13F portfolio, value $57,579,542.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 215,684 shares
    Change vs previous 13F +15,323 shares

    20.44% of the 13F portfolio, value $56,056,162.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 200,361 shares
    Change vs previous 13F +6,400 shares

    17.97% of the 13F portfolio, value $47,529,606.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 193,961 shares
    Change vs previous 13F +2,072 shares

    17.64% of the 13F portfolio, value $41,199,267.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 191,889 shares
    Change vs previous 13F not available

    16.75% of the 13F portfolio, value $42,269,243.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).