Martel Wealth Advisors Inc Vanguard World Fd Esg Intl Stk Transaction History

Martel Wealth Advisors Inc

  • $512 Billion
  • Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 4,405 shares of VSGX stock, worth $265,973. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,405
Previous 4,068 8.28%
Holding current value
$265,973
Previous $250 Million 0.04%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$56.61 - $61.63 $19,077 - $20,769
337 Added 8.28%
4,405 $250 Million
Q3 2024

Oct 09, 2024
BUY
$55.06 - $62.25 $11,342 - $12,823
206 Added 5.33%
4,068 $250 Million
Q2 2024

Oct 09, 2024
BUY
$54.72 - $58.75 $4,705 - $5,052
86 Added 2.28%
3,862 $221 Million
Q1 2024

Oct 09, 2024
SELL
$53.19 - $57.84 $74,359 - $80,860
-1,398 Reduced 27.02%
3,776 $217 Million
Q4 2023

Oct 09, 2024
BUY
$48.05 - $55.28 $11,195 - $12,880
233 Added 4.72%
5,174 $286 Million
Q3 2023

Oct 09, 2024
BUY
$50.23 - $55.2 $8,539 - $9,384
170 Added 3.56%
4,941 $249 Million
Q2 2023

Oct 09, 2024
BUY
$51.68 - $54.7 $3,565 - $3,774
69 Added 1.47%
4,771 $253 Million
Q1 2023

Oct 09, 2024
BUY
$49.49 - $54.07 $12,768 - $13,950
258 Added 5.81%
4,702 $246 Million
Q4 2022

Oct 09, 2024
BUY
$43.1 - $51.11 $191,536 - $227,132
4,444 New
4,444 $219 Million
Q2 2022

Oct 09, 2024
SELL
$48.34 - $58.27 $184,030 - $221,833
-3,807 Closed
0 $0
Q1 2022

Oct 09, 2024
BUY
$53.11 - $62.8 $202,189 - $239,079
3,807 New
3,807 $218 Million

Others Institutions Holding VSGX

# of Institutions
375
Shares Held
48.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

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