Martel Wealth Advisors Inc Vanguard Mega Cap Value Transaction History
Martel Wealth Advisors Inc
- $502 Billion
- Q1 2025
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 3,945 shares of MGV stock, worth $488,075. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,945
Previous 3,924
0.54%
Holding current value
$488,075
Previous $490 Million
3.7%
% of portfolio
0.1%
Previous 0.1%
Shares
22 transactions
Others Institutions Holding MGV
# of Institutions
503Shares Held
47.9MCall Options Held
2.5KPut Options Held
400-
Assetmark, Inc14.3MShares$1.77 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$479 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$352 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$219 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.7MShares$211 Million0.06% of portfolio