Martel Wealth Advisors Inc Vanguard Small Cap Value ETF Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 19,288 shares of VBR stock, worth $3.96 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

19,288

Previous 20,007 3.59%

Holding current value

$3.96 Million

Previous $3.99 Billion 4.25%

% of portfolio

0.75%

Previous 0.82%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$197.36 - $217.3 $141,901 - $156,238	-719 Reduced 3.59%	19,288 $3.82 Billion
Q3 2024 Oct 09, 2024	SELL	$179.99 - $201.6 $75,415 - $84,470	-419 Reduced 2.05%	20,007 $3.99 Billion
Q2 2024 Oct 09, 2024	BUY	$177.65 - $191.11 $3,375 - $3,631	19 Added 0.09%	20,426 $3.73 Billion
Q1 2024 Oct 09, 2024	SELL	$172.45 - $191.88 $82,431 - $91,718	-478 Reduced 2.29%	20,407 $3.92 Billion
Q4 2023 Oct 09, 2024	SELL	$149.18 - $181.94 $35,206 - $42,937	-236 Reduced 1.12%	20,885 $3.76 Billion
Q3 2023 Oct 09, 2024	SELL	$157.33 - $174.39 $105,725 - $117,190	-672 Reduced 3.08%	21,121 $3.37 Billion
Q2 2023 Oct 09, 2024	SELL	$150.74 - $165.4 $97,227 - $106,683	-645 Reduced 2.87%	21,793 $3.6 Billion
Q1 2023 Oct 09, 2024	BUY	$150.22 - $177.69 $337,844 - $399,624	2,249 Added 11.14%	22,438 $3.56 Billion
Q4 2022 Oct 09, 2024	BUY	$147.25 - $169.54 $1.4 Million - $1.61 Million	9,496 Added 88.81%	20,189 $3.21 Billion
Q3 2022 Oct 09, 2024	BUY	$143.4 - $172.87 $449,272 - $541,601	3,133 Added 41.44%	10,693 $1.53 Billion
Q2 2022 Oct 09, 2024	BUY	$146.67 - $178.24 $356,554 - $433,301	2,431 Added 47.4%	7,560 $1.13 Billion
Q1 2022 Oct 09, 2024	BUY	$165.62 - $182.58 $30,142 - $33,229	182 Added 3.68%	5,129 $902 Million
Q4 2021 Oct 09, 2024	BUY	$168.72 - $185.72 $34,250 - $37,701	203 Added 4.28%	4,947 $885 Million
Q3 2021 Oct 09, 2024	BUY	$162.66 - $175.73 $23,097 - $24,953	142 Added 3.09%	4,744 $803 Million
Q2 2021 Oct 09, 2024	SELL	$166.46 - $180.76 $2,996 - $3,253	-18 Reduced 0.39%	4,602 $799 Million
Q1 2021 Oct 09, 2024	SELL	$139.89 - $172.72 $140,309 - $173,238	-1,003 Reduced 17.84%	4,620 $765 Million
Q4 2020 Oct 09, 2024	BUY	$111.89 - $142.79 $629,157 - $802,908	5,623 New	5,623 $800 Million
Q3 2020 Oct 18, 2024	BUY	$102.46 - $117.9 $8,401 - $9,667	82 Added 1.84%	4,549 $503 Million
Q2 2020 Oct 18, 2024	SELL	$81.16 - $120.46 $70,203 - $104,197	-865 Reduced 16.22%	4,467 $478 Million
Q1 2020 Oct 18, 2024	BUY	$75.8 - $139.04 $22,512 - $41,294	297 Added 5.9%	5,332 $473 Million
Q4 2019 Oct 18, 2024	BUY	$123.74 - $138.15 $15,096 - $16,854	122 Added 2.48%	5,035 $690 Million
Q3 2019 Oct 18, 2024	BUY	$128.22 - $131.67 $13,591 - $13,957	106 Added 2.21%	4,913 $633 Million
Q2 2019 Oct 18, 2024	SELL	N/A	-233 Reduced 4.62%	4,807 $628 Million
Q1 2019 Oct 18, 2024	BUY	N/A	285 Added 5.99%	5,040 $649 Million
Q4 2018 Oct 18, 2024	SELL	N/A	-1,091 Reduced 18.66%	4,755 $542 Million
Q3 2018 Oct 18, 2024	SELL	N/A	-14,161 Reduced 70.78%	5,846 $815 Million

Others Institutions Holding VBR

# of Institutions

1,610

Shares Held

94.5M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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 Value ETF Transaction History