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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$118.0 - $128.28 $5,428 - $5,900
46 Added 1.19%
3,902 $501 Million
Q1 2024

Oct 09, 2024

BUY
$108.33 - $119.51 $2,491 - $2,748
23 Added 0.6%
3,856 $461 Million
Q4 2023

Oct 09, 2024

BUY
$97.07 - $109.74 $2,620 - $2,962
27 Added 0.71%
3,833 $419 Million
Q3 2023

Oct 09, 2024

SELL
$101.4 - $107.46 $61,752 - $65,443
-609 Reduced 13.79%
3,806 $386 Million
Q2 2023

Oct 09, 2024

BUY
$98.78 - $104.28 $2,765 - $2,919
28 Added 0.64%
4,415 $458 Million
Q1 2023

Oct 09, 2024

BUY
$97.0 - $105.37 $2,522 - $2,739
26 Added 0.6%
4,387 $443 Million
Q4 2022

Oct 09, 2024

BUY
$90.82 - $106.81 $5,540 - $6,515
61 Added 1.42%
4,361 $449 Million
Q2 2022

Oct 09, 2024

BUY
$93.26 - $109.21 $2,424 - $2,839
26 Added 0.61%
4,300 $414 Million
Q1 2022

Oct 09, 2024

BUY
$101.98 - $109.31 $2,141 - $2,295
21 Added 0.49%
4,274 $459 Million
Q4 2021

Oct 09, 2024

BUY
$98.51 - $106.97 $5,221 - $5,669
53 Added 1.26%
4,253 $454 Million
Q2 2021

Oct 09, 2024

BUY
$95.62 - $101.99 $4,494 - $4,793
47 Added 1.13%
4,200 $418 Million
Q1 2021

Oct 09, 2024

SELL
$85.78 - $95.86 $49,752 - $55,598
-580 Reduced 12.25%
4,153 $395 Million
Q4 2020

Oct 09, 2024

BUY
$74.22 - $86.87 $351,283 - $411,155
4,733 New
4,733 $411 Million

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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