Martel Wealth Advisors Inc Vanguard Growth ETF Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 233,026 shares of VUG stock, worth $91.4 Million. This represents 18.27% of its overall portfolio holdings.
Number of Shares
233,026
Previous 240,023
2.92%
Holding current value
$91.4 Million
Previous $89.8 Billion
0.49%
% of portfolio
18.27%
Previous 19.26%
Shares
25 transactions
Others Institutions Holding VUG
# of Institutions
2,296Shares Held
243MCall Options Held
194KPut Options Held
134K-
Bank Of America Corp Charlotte, NC43.1MShares$16.9 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.01 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.34 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.37 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.27 Billion1.11% of portfolio