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Disclosery

Wade Financial Advisory, Inc: VWO position timeline

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

Wade Financial Advisory, Inc held 46,257 VWO 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 46,257 shares
    Change vs previous 13F -532 shares

    0.72% of the 13F portfolio, value $2,093,593.

    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 46,789 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,060,589.

    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 46,789 shares
    Change vs previous 13F -940 shares

    0.75% of the 13F portfolio, value $2,238,855.

    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 47,729 shares
    Change vs previous 13F -207 shares

    0.75% of the 13F portfolio, value $2,088,622.

    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 47,936 shares
    Change vs previous 13F -6,422 shares

    0.73% of the 13F portfolio, value $2,002,288.

    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 54,358 shares
    Change vs previous 13F -1,270 shares

    0.84% of the 13F portfolio, value $2,234,115.

    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 55,628 shares
    Change vs previous 13F -2,754 shares

    0.93% of the 13F portfolio, value $2,181,175.

    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 58,382 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,374,981.

    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).