Martel Wealth Advisors Inc Vanguard Specialized Funds Van Transaction History
Martel Wealth Advisors Inc
- $502 Billion
- Q1 2025
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 11,537 shares of VNQ stock, worth $1 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,537
Previous 11,796
2.2%
Holding current value
$1 Million
Previous $1.05 Billion
0.59%
% of portfolio
0.21%
Previous 0.21%
Shares
27 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$892 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$832 Million0.07% of portfolio