Martel Wealth Advisors Inc Vanguard Small Cap ETF Transaction History

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024

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 21,263 shares of VB stock, worth $5.15 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
21,263
Previous 20,825 2.1%
Holding current value
$5.15 Million
Previous $4.54 Billion 10.81%
% of portfolio
1.03%
Previous 0.97%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding VB

# of Institutions
2,049
Shares Held
147M
Call Options Held
63.7K
Put Options Held
88.6K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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