Martel Wealth Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 3,967 shares of VOO stock, worth $2.16 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

3,967

Previous 4,228 6.17%

Holding current value

$2.16 Million

Previous $2.23 Billion 4.01%

% of portfolio

0.42%

Previous 0.46%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$521.84 - $558.82 $136,200 - $145,852	-261 Reduced 6.17%	3,967 $2.14 Billion
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $6,177 - $6,860	-13 Reduced 0.31%	4,228 $2.23 Billion
Q2 2024 Oct 09, 2024	SELL	$455.1 - $504.28 $159,285 - $176,498	-350 Reduced 7.62%	4,241 $2.12 Billion
Q1 2024 Oct 09, 2024	SELL	$429.43 - $481.35 $169,195 - $189,651	-394 Reduced 7.9%	4,591 $2.21 Billion
Q4 2023 Oct 09, 2024	SELL	$377.32 - $438.19 $70,181 - $81,503	-186 Reduced 3.6%	4,985 $2.18 Billion
Q3 2023 Oct 09, 2024	SELL	$392.7 - $420.68 $151,582 - $162,382	-386 Reduced 6.95%	5,171 $2.03 Billion
Q2 2023 Oct 09, 2024	SELL	$371.44 - $407.28 $67,230 - $73,717	-181 Reduced 3.15%	5,557 $2.26 Billion
Q1 2023 Oct 09, 2024	SELL	$348.66 - $382.94 $5,578 - $6,127	-16 Reduced 0.28%	5,738 $2.16 Billion
Q3 2022 Oct 09, 2024	BUY	$328.3 - $395.04 $2,954 - $3,555	9 Added 0.16%	5,754 $1.89 Billion
Q2 2022 Oct 09, 2024	SELL	$337.07 - $419.85 $3,370 - $4,198	-10 Reduced 0.17%	5,745 $1.99 Billion
Q1 2022 Oct 09, 2024	BUY	$382.7 - $439.25 $76,540 - $87,850	200 Added 3.6%	5,755 $2.39 Billion
Q4 2021 Oct 09, 2024	SELL	$394.21 - $439.01 $132,060 - $147,068	-335 Reduced 5.69%	5,555 $2.43 Billion
Q3 2021 Oct 09, 2024	SELL	$390.68 - $416.73 $314,888 - $335,884	-806 Reduced 12.04%	5,890 $2.32 Billion
Q2 2021 Oct 09, 2024	BUY	$368.16 - $394.32 $74,736 - $80,046	203 Added 3.13%	6,696 $2.63 Billion
Q1 2021 Oct 09, 2024	SELL	$339.03 - $365.24 $78,993 - $85,100	-233 Reduced 3.46%	6,493 $2.37 Billion
Q4 2020 Oct 09, 2024	BUY	$299.82 - $343.69 $2.02 Million - $2.31 Million	6,726 New	6,726 $2.31 Billion
Q3 2020 Oct 18, 2024	SELL	$285.37 - $328.74 $6,563 - $7,561	-23 Reduced 0.4%	5,796 $1.78 Billion
Q2 2020 Oct 18, 2024	SELL	$226.15 - $297.17 $6,106 - $8,023	-27 Reduced 0.46%	5,819 $1.65 Billion
Q1 2020 Oct 18, 2024	SELL	$204.27 - $310.92 $35,542 - $54,100	-174 Reduced 2.89%	5,846 $1.38 Billion
Q4 2019 Oct 18, 2024	SELL	$264.57 - $296.67 $20,636 - $23,140	-78 Reduced 1.28%	6,020 $1.78 Billion
Q3 2019 Oct 18, 2024	SELL	$260.57 - $277.38 $35,958 - $38,278	-138 Reduced 2.21%	6,098 $1.66 Billion
Q2 2019 Oct 18, 2024	SELL	$252.12 - $271.73 $126,564 - $136,408	-502 Reduced 7.45%	6,236 $1.68 Billion
Q1 2019 Oct 18, 2024	SELL	$224.5 - $261.43 $124,597 - $145,093	-555 Reduced 7.61%	6,738 $1.75 Billion
Q4 2018 Oct 18, 2024	BUY	$215.07 - $268.24 $12,689 - $15,826	59 Added 0.82%	7,293 $1.68 Billion
Q3 2018 Oct 18, 2024	BUY	$248.79 - $269.75 $747,862 - $810,868	3,006 Added 71.1%	7,234 $1.93 Billion

Others Institutions Holding VOO

# of Institutions

3,190

Shares Held

389M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Martel Wealth Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History