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 $3.92 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
19,288
Previous 20,007
3.59%
Holding current value
$3.92 Million
Previous $3.99 Billion
4.25%
% of portfolio
0.75%
Previous 0.82%
Shares
26 transactions
Others Institutions Holding VBR
# of Institutions
1,687Shares Held
100MCall Options Held
57.7KPut Options Held
8.3K-
Bank Of America Corp Charlotte, NC18.5MShares$3.75 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$895 Million4.76% of portfolio
-
Assetmark, Inc4MShares$814 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$722 Million1.69% of portfolio