Martel Wealth Advisors Inc Vanguard Dividend Appreciation Transaction History

Martel Wealth Advisors Inc

  • $571 Billion
  • Q3 2025

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 77,630 shares of VIG stock, worth $14.1 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
77,630
Previous 79,110 1.87%
Holding current value
$14.1 Million
Previous $16.2 Billion 3.46%
% of portfolio
2.93%
Previous 3.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-1,480 Reduced 1.87%
77,630 $16.8 Billion
Q2 2025

Jul 17, 2025
BUY
N/A
1,635 Added 2.11%
79,110 $16.2 Billion
Q1 2025

Apr 16, 2025
SELL
N/A
-5,764 Reduced 6.92%
77,475 $15 Billion
Q4 2024

Jan 16, 2025
SELL
N/A
-2,955 Reduced 3.43%
83,239 $16.3 Billion
Q3 2024

Oct 09, 2024
SELL
$182.15 - $182.15 $125,865 - $125,865
-691 Reduced 0.8%
86,194 $17 Billion
Q2 2024

Oct 09, 2024
SELL
$173.33 - $185.29 $230,702 - $246,620
-1,331 Reduced 1.51%
86,885 $15.9 Billion
Q1 2024

Oct 09, 2024
SELL
$168.47 - $182.98 $737,898 - $801,452
-4,380 Reduced 4.73%
88,216 $16.1 Billion
Q4 2023

Oct 09, 2024
SELL
$150.16 - $171.16 $16,067 - $18,314
-107 Reduced 0.12%
92,596 $15.8 Billion
Q3 2023

Oct 09, 2024
SELL
$155.38 - $166.95 $834,545 - $896,688
-5,371 Reduced 5.48%
92,703 $14.4 Billion
Q2 2023

Oct 09, 2024
SELL
$152.74 - $162.43 $695,272 - $739,381
-4,552 Reduced 4.44%
98,074 $15.9 Billion
Q1 2023

Oct 09, 2024
BUY
$147.24 - $158.33 $63,754 - $68,556
433 Added 0.42%
102,626 $15.8 Billion
Q4 2022

Oct 09, 2024
SELL
$144.84 - $158.71 $148,895 - $163,153
-1,028 Reduced 1.0%
102,193 $15.5 Billion
Q3 2022

Oct 09, 2024
SELL
N/A
-432 Reduced 0.42%
103,221 $14 Billion
Q2 2022

Oct 09, 2024
BUY
N/A
155 Added 0.15%
103,653 $14.9 Billion
Q1 2022

Oct 09, 2024
BUY
N/A
1,026 Added 1.0%
103,498 $16.8 Billion
Q4 2021

Oct 09, 2024
SELL
N/A
-415 Reduced 0.4%
102,472 $17.6 Billion
Q3 2021

Oct 09, 2024
BUY
N/A
805 Added 0.79%
102,887 $15.8 Billion
Q2 2021

Oct 09, 2024
BUY
N/A
3,175 Added 3.21%
102,082 $15.8 Billion
Q1 2021

Oct 09, 2024
BUY
N/A
1,316 Added 1.35%
98,907 $14.5 Billion
Q4 2020

Oct 09, 2024
BUY
N/A
97,591 New
97,591 $13.8 Billion
Q3 2020

Oct 18, 2024
BUY
N/A
3,966 Added 4.39%
94,270 $12.1 Billion
Q2 2020

Oct 18, 2024
SELL
N/A
-101 Reduced 0.11%
90,304 $10.6 Billion
Q1 2020

Oct 18, 2024
SELL
N/A
-1,933 Reduced 2.09%
90,405 $9.35 Billion
Q4 2019

Oct 18, 2024
SELL
N/A
-1,190 Reduced 1.27%
92,338 $11.5 Billion
Q3 2019

Oct 18, 2024
SELL
N/A
-3,994 Reduced 4.1%
93,528 $11.2 Billion
Q2 2019

Oct 18, 2024
SELL
N/A
-3,657 Reduced 3.61%
97,522 $11.2 Billion
Q1 2019

Oct 18, 2024
SELL
N/A
-1,934 Reduced 1.88%
101,179 $11.1 Billion
Q4 2018

Oct 18, 2024
SELL
N/A
-1,538 Reduced 1.47%
103,113 $10.1 Billion
Q3 2018

Oct 18, 2024
BUY
N/A
18,457 Added 21.41%
104,651 $11.6 Billion

Others Institutions Holding VIG

# of Institutions
2,650
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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