Martel Wealth Advisors Inc Vanguard Dividend Appreciation Transaction History

Martel Wealth Advisors Inc

  • $539 Billion
  • Q2 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 79,110 shares of VIG stock, worth $14.4 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
79,110
Previous 77,475 2.11%
Holding current value
$14.4 Million
Previous $15 Billion 7.73%
% of portfolio
3.0%
Previous 2.99%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,564
Shares Held
219M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email