Wade Financial Advisory, Inc Buys PepsiCo Inc, Sells International Business Machines Corp, The Walt Disney Co

Investment company Wade Financial Advisory, Inc (Current Portfolio) buys PepsiCo Inc, sells International Business Machines Corp, The Walt Disney Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wade Financial Advisory, Inc. As of 2021Q4, Wade Financial Advisory, Inc owns 71 stocks with a total value of $192 million. These are the details of the buys and sells.

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
  1. Vanguard Total Stock Market ETF (VTI) - 149,155 shares, 18.72% of the total portfolio. Shares added by 4.06%
  2. Vanguard Large Cap ETF (VV) - 67,448 shares, 7.75% of the total portfolio. Shares reduced by 0.04%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 212,925 shares, 5.65% of the total portfolio. Shares added by 7.80%
  4. BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV) - 155,758 shares, 5.09% of the total portfolio. Shares added by 2.72%
  5. iShares MSCI USA Multifactor ETF (LRGF) - 203,869 shares, 4.94% of the total portfolio. Shares reduced by 0.79%
Added: PepsiCo Inc (PEP)

Wade Financial Advisory, Inc added to a holding in PepsiCo Inc by 699.30%. The purchase prices were between $150.2 and $173.71, with an estimated average price of $163.63. The stock is now traded at around $171.810000. The impact to a portfolio due to this purchase was 1.35%. The holding were 17,033 shares as of 2021-12-31.

Sold Out: International Business Machines Corp (IBM)

Wade Financial Advisory, Inc sold out a holding in International Business Machines Corp. The sale prices were between $115.81 and $138.13, with an estimated average price of $125.15.

Sold Out: The Walt Disney Co (DIS)

Wade Financial Advisory, Inc sold out a holding in The Walt Disney Co. The sale prices were between $142.15 and $177.71, with an estimated average price of $161.



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