Martel Wealth Advisors Inc Vanguard Small Cap ETF Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 21,263 shares of VB stock, worth $5.15 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
21,263
Previous 20,825
2.1%
Holding current value
$5.15 Million
Previous $4.54 Billion
10.81%
% of portfolio
1.03%
Previous 0.97%
Shares
25 transactions
Others Institutions Holding VB
# of Institutions
2,049Shares Held
147MCall Options Held
63.7KPut Options Held
88.6K-
Bank Of America Corp Charlotte, NC23.7MShares$5.75 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.74 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.71 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.21 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.07 Billion0.24% of portfolio