Martel Wealth Advisors Inc Vanguard Mega Cap Value Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 3,902 shares of MGV stock, worth $497,856. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,902
Previous 3,856
1.19%
Holding current value
$497,856
Previous $457 Million
9.59%
% of portfolio
0.1%
Previous 0.1%
Shares
20 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.78 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$478 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$359 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio