Martel Wealth Advisors Inc Vanguard World Fd Esg U.S. Sto Transaction History

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,200 shares of ESGV stock, worth $233,134. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,200 -0.0%
Holding current value
$233,134
Previous $213 Million 4.74%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Oct 09, 2024
SELL
$83.14 - $93.19 $63,020 - $70,638
-758 Reduced 25.63%
2,200 $205 Million
Q4 2023

Oct 09, 2024
BUY
$71.95 - $85.41 $6,691 - $7,943
93 Added 3.25%
2,958 $252 Million
Q1 2023

Oct 09, 2024
BUY
$65.27 - $73.55 $186,998 - $210,720
2,865 New
2,865 $205 Million
Q2 2022

Oct 09, 2024
SELL
$63.97 - $82.17 $159,221 - $204,521
-2,489 Closed
0 $0
Q4 2021

Oct 09, 2024
BUY
$79.7 - $88.45 $198,373 - $220,152
2,489 New
2,489 $219 Million

Others Institutions Holding ESGV

# of Institutions
545
Shares Held
27.3M
Call Options Held
700
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email