Martel Wealth Advisors Inc Vanguard Small Cap Growth ETF Transaction History

Martel Wealth Advisors Inc

$502 Billion
Q1 2025

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 13,487 shares of VBK stock, worth $3.34 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

13,487

Previous 14,058 4.06%

Holding current value

$3.34 Million

Previous $3.94 Billion 13.75%

% of portfolio

0.68%

Previous 0.77%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$247.97 - $296.33 $141,590 - $169,204	-571 Reduced 4.06%	13,487 $3.4 Billion
Q4 2024 Jan 16, 2025	SELL	$264.18 - $304.19 $170,660 - $196,506	-646 Reduced 4.39%	14,058 $3.94 Billion
Q3 2024 Oct 09, 2024	SELL	$240.48 - $267.94 $35,350 - $39,387	-147 Reduced 0.99%	14,704 $3.94 Billion
Q2 2024 Oct 09, 2024	BUY	$237.63 - $258.31 $19,723 - $21,439	83 Added 0.56%	14,851 $3.71 Billion
Q1 2024 Oct 09, 2024	SELL	$231.0 - $260.72 $129,822 - $146,524	-562 Reduced 3.67%	14,768 $3.85 Billion
Q4 2023 Oct 09, 2024	SELL	$196.36 - $245.46 $13,745 - $17,182	-70 Reduced 0.45%	15,330 $3.71 Billion
Q3 2023 Oct 09, 2024	SELL	$210.59 - $239.48 $108,453 - $123,332	-515 Reduced 3.24%	15,400 $3.3 Billion
Q2 2023 Oct 09, 2024	SELL	$209.12 - $229.74 $199,291 - $218,942	-953 Reduced 5.65%	15,915 $3.66 Billion
Q1 2023 Oct 09, 2024	BUY	$198.77 - $233.54 $308,888 - $362,921	1,554 Added 10.15%	16,868 $3.65 Billion
Q4 2022 Oct 09, 2024	BUY	$192.0 - $216.09 $1.43 Million - $1.61 Million	7,440 Added 94.49%	15,314 $3.07 Billion
Q3 2022 Oct 09, 2024	BUY	$192.77 - $237.17 $410,407 - $504,934	2,129 Added 37.06%	7,874 $1.54 Billion
Q2 2022 Oct 09, 2024	BUY	$188.16 - $253.27 $431,639 - $581,001	2,294 Added 66.47%	5,745 $1.13 Billion
Q1 2022 Oct 09, 2024	BUY	$224.28 - $282.83 $36,333 - $45,818	162 Added 4.93%	3,451 $856 Million
Q4 2021 Oct 09, 2024	BUY	$269.22 - $305.79 $12,653 - $14,372	47 Added 1.45%	3,289 $927 Million
Q3 2021 Oct 09, 2024	BUY	$273.65 - $297.37 $4,104 - $4,460	15 Added 0.46%	3,242 $908 Million
Q2 2021 Oct 09, 2024	BUY	$260.67 - $292.07 $24,242 - $27,162	93 Added 2.97%	3,227 $935 Million
Q1 2021 Oct 09, 2024	SELL	$262.76 - $302.04 $33,896 - $38,963	-129 Reduced 3.95%	3,134 $861 Million
Q4 2020 Oct 09, 2024	BUY	$216.78 - $272.28 $707,353 - $888,449	3,263 New	3,263 $873 Million
Q3 2020 Oct 18, 2024	SELL	$197.81 - $223.21 $11,868 - $13,392	-60 Reduced 1.78%	3,317 $713 Million
Q2 2020 Oct 18, 2024	BUY	$139.78 - $205.13 $43,331 - $63,590	310 Added 10.11%	3,377 $674 Million
Q1 2020 Oct 18, 2024	SELL	$128.7 - $210.28 $2,702 - $4,415	-21 Reduced 0.68%	3,067 $461 Million
Q4 2019 Oct 18, 2024	BUY	$177.24 - $199.81 $354 - $399	2 Added 0.06%	3,088 $614 Million
Q3 2019 Oct 18, 2024	SELL	$181.04 - $188.72 $21,181 - $22,080	-117 Reduced 3.65%	3,086 $562 Million
Q2 2019 Oct 18, 2024	BUY	N/A	4 Added 0.13%	3,203 $596 Million
Q1 2019 Oct 18, 2024	BUY	N/A	153 Added 5.02%	3,199 $575 Million
Q4 2018 Oct 18, 2024	SELL	N/A	-391 Reduced 11.38%	3,046 $459 Million
Q3 2018 Oct 18, 2024	SELL	N/A	-11,267 Reduced 76.63%	3,437 $644 Million

Others Institutions Holding VBK

# of Institutions

1,212

Shares Held

45.5M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Account

Martel Wealth Advisors Inc Vanguard Small Cap Growth ETF Transaction History