Martel Wealth Advisors Inc Purchases and Sells in Q4 2024

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	2.48K + 1.06%	$378.79 - $428.11 $940K - $1.06M	236K $96.7B
BSV	58.3K + 8.22%	$77.02 - $78.58 $4.49M - $4.58M	767K $59.3B
VYM	30.3K + 4.68%	$126.68 - $134.74 $3.84M - $4.09M	678K $86.5B
SCHG	400K + 295.31%	$25.93 - $105.3 $10.4M - $42.2M	536K $14.9B
PG	3K + 198.68%	$161.05 - $179.7 $483K - $539K	4.51K $756M
MUB	2.34K + 2.6%	$105.78 - $108.7 $248K - $254K	92.3K $9.84B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	1.1M New	N/A	1.1M $83.2B
HD	3.14K New	$385.02 - $431.37 $1.21M - $1.35M	3.14K $1.22B
CAT	3K New	$360.37 - $416.88 $1.08M - $1.25M	3K $1.09B
MAR	3.62K New	$246.06 - $292.59 $890K - $1.06M	3.62K $1.01B
ITW	3K New	$253.56 - $278.5 $761K - $836K	3K $761M
ACN	2K New	$343.9 - $376.86 $688K - $754K	2K $704M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-1.06M - 81.58%	$71.75 - $75.11 $76M - $79.6M	239K $17.2B
IEFA	-396 - 0.14%	$70.06 - $77.43 $27.7K - $30.7K	284K $20B
VEA	-6.23K - 2.7%	$47.57 - $52.44 $296K - $327K	225K $10.7B
VWO	-3.19K - 2.25%	$44.04 - $49.49 $141K - $158K	139K $6.12B
VIG	-2.96K - 3.43%	N/A	83.2K $16.3B
VTV	-2.32K - 6.25%	$168.32 - $181.87 $391K - $422K	34.8K $5.89B

Activity Summary All Purchases 40 New Holdings 21 Increased Positions 19 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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