Martel Wealth Advisors Inc Vanguard Value ETF Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 37,123 shares of VTV stock, worth $6.27 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

37,123

Previous 38,134 2.65%

Holding current value

$6.27 Million

Previous $6.12 Billion 5.97%

% of portfolio

1.33%

Previous 1.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$159.75 - $174.57 $161,507 - $176,490	-1,011 Reduced 2.65%	37,123 $6.48 Billion
Q2 2024 Oct 09, 2024	BUY	$154.57 - $163.65 $49,616 - $52,531	321 Added 0.85%	38,134 $6.12 Billion
Q1 2024 Oct 09, 2024	SELL	$147.46 - $162.86 $104,549 - $115,467	-709 Reduced 1.84%	37,813 $6.16 Billion
Q4 2023 Oct 09, 2024	BUY	$131.82 - $149.95 $54,178 - $61,629	411 Added 1.08%	38,522 $5.76 Billion
Q3 2023 Oct 09, 2024	SELL	$137.93 - $147.18 $185,791 - $198,251	-1,347 Reduced 3.41%	38,111 $5.26 Billion
Q2 2023 Oct 09, 2024	SELL	$134.74 - $142.42 $386,164 - $408,175	-2,866 Reduced 6.77%	39,458 $5.61 Billion
Q1 2023 Oct 09, 2024	BUY	$132.13 - $144.96 $271,527 - $297,892	2,055 Added 5.1%	42,324 $5.85 Billion
Q4 2022 Oct 09, 2024	BUY	$124.69 - $146.24 $169,079 - $198,301	1,356 Added 3.48%	40,269 $5.65 Billion
Q3 2022 Oct 09, 2024	BUY	$123.48 - $143.43 $1,111 - $1,290	9 Added 0.02%	38,913 $4.8 Billion
Q2 2022 Oct 09, 2024	BUY	$128.01 - $150.8 $255,507 - $300,996	1,996 Added 5.41%	38,904 $5.13 Billion
Q1 2022 Oct 09, 2024	SELL	$140.46 - $150.33 $94,248 - $100,871	-671 Reduced 1.79%	36,908 $5.45 Billion
Q4 2021 Oct 09, 2024	BUY	$136.43 - $147.24 $53,480 - $57,718	392 Added 1.05%	37,579 $5.53 Billion
Q3 2021 Oct 09, 2024	SELL	$134.5 - $142.48 $3,631 - $3,846	-27 Reduced 0.07%	37,187 $5.03 Billion
Q2 2021 Oct 09, 2024	BUY	$132.12 - $141.17 $157,222 - $167,992	1,190 Added 3.3%	37,214 $5.12 Billion
Q1 2021 Oct 09, 2024	BUY	$117.44 - $132.31 $102,290 - $115,242	871 Added 2.48%	36,024 $4.74 Billion
Q4 2020 Oct 09, 2024	BUY	$101.75 - $119.15 $3.58 Million - $4.19 Million	35,153 New	35,153 $4.18 Billion
Q3 2020 Oct 18, 2024	SELL	$98.37 - $109.49 $6,689 - $7,445	-68 Reduced 0.19%	35,342 $3.69 Billion
Q2 2020 Oct 18, 2024	BUY	$85.23 - $110.16 $28,040 - $36,242	329 Added 0.94%	35,410 $3.53 Billion
Q1 2020 Oct 18, 2024	SELL	$76.76 - $121.42 $87,583 - $138,540	-1,141 Reduced 3.15%	35,081 $3.12 Billion
Q4 2019 Oct 18, 2024	BUY	$107.9 - $120.77 $8,632 - $9,661	80 Added 0.22%	36,222 $4.34 Billion
Q3 2019 Oct 18, 2024	SELL	$111.23 - $113.16 $111,230 - $113,160	-1,000 Reduced 2.69%	36,142 $4.03 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	55 Added 0.15%	37,142 $4.12 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	661 Added 1.81%	37,087 $3.99 Billion
Q4 2018 Oct 18, 2024	SELL	N/A	-3,342 Reduced 8.4%	36,426 $3.57 Billion
Q3 2018 Oct 18, 2024	BUY	N/A	2,645 Added 7.12%	39,768 $4.4 Billion

Others Institutions Holding VTV

# of Institutions

2,293

Shares Held

536M

Call Options Held

248K

Put Options Held

266K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Martel Wealth Advisors Inc Vanguard Value ETF Transaction History