Martel Wealth Advisors Inc VANGUARD MALVERN FDS Transaction History

Martel Wealth Advisors Inc

  • $539 Billion
  • Q2 2025
Number of Shares
1,384,604
Previous 1,352,689 2.36%
Holding current value
$107 Billion
Previous $105 Billion 2.56%
% of portfolio
19.91%
Previous 20.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
N/A
31,915 Added 2.36%
1,384,604 $107 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
255,537 Added 23.29%
1,352,689 $105 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,097,152 New
1,097,152 $83.2 Billion
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