Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Short Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 767,462 shares of BSV stock, worth $59.7 Million. This represents 11.58% of its overall portfolio holdings.

Number of Shares

767,462

Previous 709,201 8.22%

Holding current value

$59.7 Million

Previous $55.3 Billion 7.15%

% of portfolio

11.58%

Previous 11.32%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$77.02 - $78.58 $4.49 Million - $4.58 Million	58,261 Added 8.22%	767,462 $59.3 Billion
Q3 2024 Oct 09, 2024	BUY	$76.38 - $78.87 $1.58 Million - $1.63 Million	20,662 Added 3.0%	709,201 $55.3 Billion
Q2 2024 Oct 09, 2024	BUY	$75.81 - $76.76 $1.73 Million - $1.75 Million	22,812 Added 3.43%	688,539 $52.8 Billion
Q1 2024 Oct 09, 2024	BUY	$76.34 - $77.25 $2.11 Million - $2.13 Million	27,581 Added 4.32%	665,727 $51 Billion
Q4 2023 Oct 09, 2024	BUY	$74.64 - $77.03 $881,722 - $909,955	11,813 Added 1.89%	638,146 $49.2 Billion
Q3 2023 Oct 09, 2024	BUY	$74.97 - $75.93 $2.22 Million - $2.25 Million	29,593 Added 4.96%	626,333 $47.1 Billion
Q2 2023 Oct 09, 2024	BUY	$75.52 - $76.97 $994,900 - $1.01 Million	13,174 Added 2.26%	596,740 $45.1 Billion
Q1 2023 Oct 09, 2024	BUY	$74.67 - $76.76 $935,465 - $961,649	12,528 Added 2.19%	583,566 $44.6 Billion
Q4 2022 Oct 09, 2024	SELL	$74.07 - $75.87 $583,819 - $598,007	-7,882 Reduced 1.36%	571,038 $43 Billion
Q3 2022 Oct 09, 2024	SELL	$74.52 - $77.47 $33,161 - $34,474	-445 Reduced 0.08%	578,920 $43.3 Billion
Q2 2022 Oct 09, 2024	SELL	$75.68 - $77.74 $125,855 - $129,281	-1,663 Reduced 0.29%	579,365 $44.5 Billion
Q1 2022 Oct 09, 2024	BUY	$77.66 - $80.73 $1.75 Million - $1.82 Million	22,579 Added 4.04%	581,028 $45.3 Billion
Q4 2021 Oct 09, 2024	BUY	$80.78 - $81.98 $2.66 Million - $2.7 Million	32,946 Added 6.27%	558,449 $45.1 Billion
Q3 2021 Oct 09, 2024	BUY	$81.9 - $82.4 $2.04 Million - $2.05 Million	24,860 Added 4.97%	525,503 $43.1 Billion
Q2 2021 Oct 09, 2024	BUY	$82.08 - $82.43 $4.35 Million - $4.36 Million	52,949 Added 11.83%	500,643 $41.1 Billion
Q1 2021 Oct 09, 2024	BUY	$82.08 - $82.89 $3.22 Million - $3.25 Million	39,195 Added 9.59%	447,694 $36.8 Billion
Q4 2020 Oct 09, 2024	BUY	$82.67 - $82.96 $33.8 Million - $33.9 Million	408,499 New	408,499 $33.9 Billion
Q3 2020 Oct 18, 2024	BUY	$82.96 - $83.3 $1.79 Million - $1.79 Million	21,535 Added 6.08%	375,666 $31.2 Billion
Q2 2020 Oct 18, 2024	SELL	$81.78 - $83.12 $891,892 - $906,506	-10,906 Reduced 2.99%	354,131 $29.4 Billion
Q1 2020 Oct 18, 2024	BUY	$78.67 - $82.51 $1.2 Million - $1.26 Million	15,211 Added 4.35%	365,037 $30 Billion
Q4 2019 Oct 18, 2024	BUY	$80.41 - $81.14 $758,346 - $765,231	9,431 Added 2.77%	349,826 $28.2 Billion
Q3 2019 Oct 18, 2024	BUY	$80.39 - $80.84 $888,631 - $893,605	11,054 Added 3.36%	340,395 $27.5 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	7,279 Added 2.26%	329,341 $26.5 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	3,628 Added 1.14%	322,062 $25.6 Billion
Q4 2018 Oct 18, 2024	BUY	N/A	3,388 Added 1.08%	318,434 $25 Billion
Q3 2018 Oct 18, 2024	SELL	N/A	-394,155 Reduced 55.58%	315,046 $24.6 Billion

Others Institutions Holding BSV

# of Institutions

1,352

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Short Transaction History