Martel Wealth Advisors Inc Vanguard Small Cap ETF Transaction History

Martel Wealth Advisors Inc

  • $539 Billion
  • Q2 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 19,802 shares of VB stock, worth $4.76 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
19,802
Previous 19,634 0.86%
Holding current value
$4.76 Million
Previous $4.35 Billion 7.78%
% of portfolio
0.87%
Previous 0.87%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$193.73 - $237.37 $32,546 - $39,878
168 Added 0.86%
19,802 $4.69 Billion
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

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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