Martel Wealth Advisors Inc Vanguard Specialized Funds Van Transaction History

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 12,366 shares of VNQ stock, worth $1.21 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,366
Previous 12,324 0.34%
Holding current value
$1.21 Million
Previous $1.03 Billion 13.94%
% of portfolio
0.24%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$82.97 - $98.97 $3,484 - $4,156
42 Added 0.34%
12,366 $1.18 Billion
Q2 2024

Oct 09, 2024
SELL
$78.61 - $85.97 $12,498 - $13,669
-159 Reduced 1.27%
12,324 $1.03 Billion
Q1 2024

Oct 09, 2024
BUY
$82.58 - $89.12 $72,340 - $78,069
876 Added 7.55%
12,483 $1.08 Billion
Q4 2023

Oct 09, 2024
SELL
$71.05 - $89.54 $6,536 - $8,237
-92 Reduced 0.79%
11,607 $1.03 Billion
Q3 2023

Oct 09, 2024
BUY
$75.44 - $86.89 $69,631 - $80,199
923 Added 8.57%
11,699 $885 Million
Q2 2023

Oct 09, 2024
BUY
$78.4 - $83.98 $37,318 - $39,974
476 Added 4.62%
10,776 $900 Million
Q1 2023

Oct 09, 2024
BUY
$77.59 - $93.7 $17,302 - $20,895
223 Added 2.21%
10,300 $855 Million
Q4 2022

Oct 09, 2024
BUY
$76.14 - $88.09 $3,045 - $3,523
40 Added 0.4%
10,077 $831 Million
Q3 2022

Oct 09, 2024
BUY
$79.28 - $102.13 $37,658 - $48,511
475 Added 4.97%
10,037 $805 Million
Q2 2022

Oct 09, 2024
SELL
$87.04 - $112.5 $12,968 - $16,762
-149 Reduced 1.53%
9,562 $871 Million
Q1 2022

Oct 09, 2024
BUY
$99.96 - $115.1 $4,798 - $5,524
48 Added 0.5%
9,711 $1.05 Billion
Q4 2021

Oct 09, 2024
SELL
$102.53 - $116.01 $7,074 - $8,004
-69 Reduced 0.71%
9,663 $1.12 Billion
Q3 2021

Oct 09, 2024
BUY
$101.78 - $110.92 $78,472 - $85,519
771 Added 8.6%
9,732 $991 Million
Q2 2021

Oct 09, 2024
SELL
$93.53 - $105.5 $10,568 - $11,921
-113 Reduced 1.25%
8,961 $912 Million
Q1 2021

Oct 09, 2024
BUY
$81.97 - $92.98 $32,460 - $36,820
396 Added 4.56%
9,074 $834 Million
Q4 2020

Oct 09, 2024
BUY
$76.08 - $86.67 $660,222 - $752,122
8,678 New
8,678 $737 Million

Others Institutions Holding VNQ

# of Institutions
1,740
Shares Held
237M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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