Martel Wealth Advisors Inc Vanguard Small Cap Value ETF Transaction History

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 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 20,007 shares of VBR stock, worth $4.1 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
20,007
Previous 20,426 2.05%
Holding current value
$4.1 Million
Previous $3.73 Billion 7.08%
% of portfolio
0.82%
Previous 0.8%

Shares

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

Others Institutions Holding VBR

# of Institutions
1,476
Shares Held
90.4M
Call Options Held
44.8K
Put Options Held
24K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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