Martel Wealth Advisors Inc Vanguard Small Cap ETF Transaction History

Martel Wealth Advisors Inc

$502 Billion
Q1 2025

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 19,634 shares of VB stock, worth $4.48 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

19,634

Previous 20,411 3.81%

Holding current value

$4.48 Million

Previous $4.9 Billion 11.23%

% of portfolio

0.87%

Previous 0.96%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$217.89 - $252.64 $169,300 - $196,301	-777 Reduced 3.81%	19,634 $4.35 Billion
Q4 2024 Jan 16, 2025	SELL	$233.76 - $261.58 $199,163 - $222,866	-852 Reduced 4.01%	20,411 $4.9 Billion
Q3 2024 Oct 09, 2024	BUY	$214.77 - $237.72 $94,069 - $104,121	438 Added 2.1%	21,263 $5.03 Billion
Q2 2024 Oct 09, 2024	BUY	$210.76 - $226.94 $10,959 - $11,800	52 Added 0.25%	20,825 $4.54 Billion
Q1 2024 Oct 09, 2024	SELL	$204.0 - $228.59 $190,740 - $213,731	-935 Reduced 4.31%	20,773 $4.75 Billion
Q4 2023 Oct 09, 2024	BUY	$175.26 - $215.9 $32,423 - $39,941	185 Added 0.86%	21,708 $4.63 Billion
Q3 2023 Oct 09, 2024	SELL	$186.24 - $208.75 $13,595 - $15,238	-73 Reduced 0.34%	21,523 $4.07 Billion
Q2 2023 Oct 09, 2024	SELL	$181.26 - $198.89 $78,666 - $86,318	-434 Reduced 1.97%	21,596 $4.3 Billion
Q1 2023 Oct 09, 2024	BUY	$179.51 - $208.76 $26,926 - $31,314	150 Added 0.69%	22,030 $4.18 Billion
Q4 2022 Oct 09, 2024	SELL	$172.82 - $196.57 $49,944 - $56,808	-289 Reduced 1.3%	21,880 $4.02 Billion
Q3 2022 Oct 09, 2024	BUY	$170.45 - $206.62 $33,067 - $40,084	194 Added 0.88%	22,169 $3.79 Billion
Q2 2022 Oct 09, 2024	BUY	$170.7 - $214.67 $29,360 - $36,923	172 Added 0.79%	21,975 $3.87 Billion
Q1 2022 Oct 09, 2024	BUY	$198.73 - $227.97 $326,910 - $375,010	1,645 Added 8.16%	21,803 $4.63 Billion
Q4 2021 Oct 09, 2024	SELL	$215.13 - $239.37 $8,605 - $9,574	-40 Reduced 0.2%	20,158 $4.56 Billion
Q3 2021 Oct 09, 2024	BUY	$211.9 - $229.42 $155,110 - $167,935	732 Added 3.76%	20,198 $4.42 Billion
Q2 2021 Oct 09, 2024	BUY	$211.77 - $228.05 $18,423 - $19,840	87 Added 0.45%	19,466 $4.39 Billion
Q1 2021 Oct 09, 2024	SELL	$191.53 - $223.48 $386,890 - $451,429	-2,020 Reduced 9.44%	19,379 $4.15 Billion
Q4 2020 Oct 09, 2024	BUY	$156.0 - $196.91 $3.34 Million - $4.21 Million	21,399 New	21,399 $4.17 Billion
Q3 2020 Oct 18, 2024	BUY	$143.34 - $162.04 $113,381 - $128,173	791 Added 3.85%	21,333 $3.28 Billion
Q2 2020 Oct 18, 2024	BUY	$106.26 - $156.76 $106,685 - $157,387	1,004 Added 5.14%	20,542 $2.99 Billion
Q1 2020 Oct 18, 2024	BUY	$98.45 - $170.48 $16,047 - $27,788	163 Added 0.84%	19,538 $2.26 Billion
Q4 2019 Oct 18, 2024	SELL	$149.04 - $166.74 $4,769 - $5,335	-32 Reduced 0.16%	19,375 $3.21 Billion
Q3 2019 Oct 18, 2024	SELL	$153.32 - $158.01 $14,565 - $15,010	-95 Reduced 0.49%	19,407 $2.99 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	51 Added 0.26%	19,502 $3.06 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	315 Added 1.65%	19,451 $2.97 Billion
Q4 2018 Oct 18, 2024	SELL	N/A	-34 Reduced 0.18%	19,136 $2.53 Billion
Q3 2018 Oct 18, 2024	SELL	N/A	-2,093 Reduced 9.84%	19,170 $3.12 Billion

Others Institutions Holding VB

# of Institutions

2,371

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

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.

Account

Martel Wealth Advisors Inc Vanguard Small Cap ETF Transaction History