Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Inter Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 3,649 shares of BIV stock, worth $273,529. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,649

Previous 3,342 9.19%

Holding current value

$273,529

Previous $250 Million 12.68%

% of portfolio

0.06%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$74.26 - $78.84 $22,797 - $24,203	307 Added 9.19%	3,649 $282 Million
Q2 2024 Oct 09, 2024	BUY	$73.13 - $75.43 $2,267 - $2,338	31 Added 0.94%	3,342 $250 Million
Q1 2024 Oct 09, 2024	BUY	$74.51 - $76.61 $1,415 - $1,455	19 Added 0.58%	3,311 $250 Million
Q4 2023 Oct 09, 2024	SELL	$70.49 - $76.74 $986 - $1,074	-14 Reduced 0.42%	3,292 $251 Million
Q3 2023 Oct 09, 2024	SELL	$72.11 - $75.67 $72 - $75	-1 Reduced 0.03%	3,306 $239 Million
Q2 2023 Oct 09, 2024	BUY	$74.96 - $77.47 $1,799 - $1,859	24 Added 0.73%	3,307 $249 Million
Q1 2023 Oct 09, 2024	BUY	$73.57 - $77.31 $1,103 - $1,159	15 Added 0.46%	3,283 $252 Million
Q4 2022 Oct 09, 2024	BUY	$71.64 - $76.32 $2,005 - $2,136	28 Added 0.86%	3,268 $243 Million
Q3 2022 Oct 09, 2024	BUY	$72.72 - $79.93 $1,381 - $1,518	19 Added 0.59%	3,240 $238 Million
Q2 2022 Oct 09, 2024	BUY	$75.37 - $81.44 $1,356 - $1,465	18 Added 0.56%	3,221 $250 Million
Q1 2022 Oct 09, 2024	BUY	$81.03 - $87.06 $810 - $870	10 Added 0.31%	3,203 $262 Million
Q4 2021 Oct 09, 2024	BUY	$87.51 - $89.66 $4,813 - $4,931	55 Added 1.75%	3,193 $280 Million
Q3 2021 Oct 09, 2024	SELL	$89.41 - $91.32 $20,027 - $20,455	-224 Reduced 6.66%	3,138 $281 Million
Q2 2021 Oct 09, 2024	SELL	$88.27 - $90.15 $1,235 - $1,262	-14 Reduced 0.41%	3,362 $302 Million
Q1 2021 Oct 09, 2024	BUY	$88.61 - $92.83 $974 - $1,021	11 Added 0.33%	3,376 $300 Million
Q4 2020 Oct 09, 2024	BUY	$92.55 - $93.62 $311,430 - $315,031	3,365 New	3,365 $312 Million
Q3 2020 Oct 18, 2024	SELL	$93.08 - $94.37 $3,350 - $3,397	-36 Reduced 1.07%	3,319 $310 Million
Q2 2020 Oct 18, 2024	SELL	$88.97 - $93.19 $4,715 - $4,939	-53 Reduced 1.56%	3,355 $313 Million
Q1 2020 Oct 18, 2024	BUY	$83.77 - $92.22 $1,256 - $1,383	15 Added 0.44%	3,408 $304 Million
Q4 2019 Oct 18, 2024	BUY	$86.78 - $88.73 $2,603 - $2,661	30 Added 0.89%	3,393 $296 Million
Q3 2019 Oct 18, 2024	SELL	$86.72 - $88.11 $2,861 - $2,907	-33 Reduced 0.97%	3,363 $296 Million
Q2 2019 Oct 18, 2024	SELL	N/A	-126 Reduced 3.58%	3,396 $294 Million
Q1 2019 Oct 18, 2024	BUY	N/A	18 Added 0.51%	3,522 $296 Million
Q4 2018 Oct 18, 2024	SELL	N/A	-44 Reduced 1.24%	3,504 $285 Million
Q3 2018 Oct 18, 2024	SELL	N/A	-101 Reduced 2.77%	3,548 $286 Million

Others Institutions Holding BIV

# of Institutions

900

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

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Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Inter Transaction History