Martel Wealth Advisors Inc Sells in Q3 2024

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-7K
- 2.92%
$341.08 - $391.94 $2.39M - $2.74M
233K $89.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.94K
- 5.54%
$92.63 - $105.69 $736K - $839K
136K $14.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-91
- 0.25%
$161.02 - $200.0 $14.7K - $18.2K
36.5K $6.81B
EW
Edwards Lifesciences Corp

Healthcare
-2.4K
Closed
$59.7 - $93.78 $143K - $225K
0 $0
MSFT
Microsoft Corp

Technology
-114
- 4.95%
$395.15 - $467.56 $45K - $53.3K
2.19K $910M
VTI
Vanguard Total Stock Market Et

ETFs
-225
- 9.14%
$255.18 - $283.2 $57.4K - $63.7K
2.24K $633M
FLEE
Franklin Templeton ETF Tr

ETFs
-1K
- 11.85%
$28.25 - $31.27 $28.3K - $31.3K
7.44K $226M
SBUX
Starbucks Corp

Consumer Cyclical
-813
- 28.19%
$72.51 - $98.6 $59K - $80.2K
2.07K $200M
XLK
Technology Sector Spdr

ETFs
-850
- 35.9%
$197.34 - $237.68 $168K - $202K
1.52K $342M
AAPL
Apple Inc.

Technology
-283
- 9.1%
$207.23 - $234.82 $58.6K - $66.5K
2.83K $641M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-501
- 6.53%
$61.11 - $67.85 $30.6K - $34K
7.18K $486M
SPY
Spdr S&P 500 ETF Trust

ETFs
-86
- 3.29%
$517.38 - $573.86 $44.5K - $49.4K
2.53K $1.45B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.88K
- 25.3%
$191.76 - $263.26 $360K - $494K
5.54K $1.39B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 0.31%
$475.2 - $527.7 $6.18K - $6.86K
4.23K $2.23B
VBK
Vanguard Small Cap Growth ETF

ETFs
-147
- 0.99%
$240.48 - $267.94 $35.4K - $39.4K
14.7K $3.94B
VBR
Vanguard Small Cap Value ETF

ETFs
-419
- 2.05%
$179.99 - $201.6 $75.4K - $84.5K
20K $3.99B
VTV
Vanguard Value ETF

ETFs
-1.01K
- 2.65%
$159.75 - $174.57 $162K - $176K
37.1K $6.48B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 0.6%
$73.43 - $80.37 $77.5K - $84.8K
175K $14B
VIG
Vanguard Dividend Appreciation

ETFs
-691
- 0.8%
$182.15 - $182.15 $126K - $126K
86.2K $17B
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 20 Reductions 19 Sold out 1 Options Calls 0 Puts 0
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