Martel Wealth Advisors Inc Vanguard Mega Cap Value Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 3,902 shares of MGV stock, worth $510,576. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,902
Previous 3,856
1.19%
Holding current value
$510,576
Previous $457 Million
9.59%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding MGV
# of Institutions
405Shares Held
45.7MCall Options Held
400Put Options Held
600-
Assetmark, Inc13.4MShares$1.76 Billion4.96% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$491 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$335 Million0.02% of portfolio
-
Lincoln National Corp1.92MShares$252 Million7.71% of portfolio
-
Ubs Group Ag1.8MShares$236 Million0.05% of portfolio