- Added Positions: VTI, VEA, MUB, AGGY, VWO,
- Reduced Positions: GOOG, SPLV, VTEB, NLOK, SCHE, PYPL, AMZN, IBM, PEP, FNDA,
- Sold Out: EFAV,
For the details of Wade Financial Advisory, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/wade+financial+advisory%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of Wade Financial Advisory, Inc- Vanguard Total Stock Market ETF (VTI) - 130,243 shares, 21.48% of the total portfolio. Shares added by 3.04%
- Vanguard Large Cap ETF (VV) - 65,325 shares, 9.66% of the total portfolio. Shares reduced by 0.15%
- BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV) - 143,280 shares, 7.22% of the total portfolio. Shares added by 0.56%
- Vanguard FTSE Developed Markets ETF (VEA) - 165,084 shares, 6.47% of the total portfolio. Shares added by 3.90%
- BTC iShares MSCI USA Quality Factor ETF (QUAL) - 65,416 shares, 6.36% of the total portfolio. Shares added by 0.05%
Wade Financial Advisory, Inc added to a holding in iShares National Muni Bond ETF by 21.05%. The purchase prices were between $114.92 and $117.49, with an estimated average price of $116.27. The stock is now traded at around $116.670000. The impact to a portfolio due to this purchase was 0.21%. The holding were 12,691 shares as of 2021-03-31.
Sold Out: BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV)Wade Financial Advisory, Inc sold out a holding in BTC iShares MSCI EAFE Min Vol Factor ETF. The sale prices were between $70.92 and $74.68, with an estimated average price of $73.38.
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