Martel Wealth Advisors Inc Vanguard Sht Trm Inflt Prot Fd Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 6,772 shares of VTIP stock, worth $330,676. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,772

Previous 6,728 0.65%

Holding current value

$330,676

Previous $327 Million 1.32%

% of portfolio

0.07%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$48.06 - $49.39 $2,114 - $2,173	44 Added 0.65%	6,772 $331 Million
Q2 2024 Oct 09, 2024	SELL	$47.74 - $48.54 $85,884 - $87,323	-1,799 Reduced 21.1%	6,728 $327 Million
Q1 2024 Oct 09, 2024	BUY	$47.38 - $47.91 $2,842 - $2,874	60 Added 0.71%	8,527 $408 Million
Q4 2023 Oct 09, 2024	BUY	$46.72 - $48.12 $33,124 - $34,117	709 Added 9.14%	8,467 $402 Million
Q3 2023 Oct 09, 2024	SELL	$46.9 - $47.47 $38,880 - $39,352	-829 Reduced 9.65%	7,758 $367 Million
Q2 2023 Oct 09, 2024	SELL	$47.37 - $48.0 $105,871 - $107,280	-2,235 Reduced 20.65%	8,587 $407 Million
Q1 2023 Oct 09, 2024	SELL	$46.62 - $47.83 $456,269 - $468,112	-9,787 Reduced 47.49%	10,822 $518 Million
Q4 2022 Oct 09, 2024	SELL	$46.71 - $48.22 $979,368 - $1.01 Million	-20,967 Reduced 50.43%	20,609 $963 Million
Q3 2022 Oct 09, 2024	SELL	$48.11 - $50.34 $569,766 - $596,176	-11,843 Reduced 22.17%	41,576 $2 Billion
Q2 2022 Oct 09, 2024	SELL	$50.05 - $51.06 $412,011 - $420,325	-8,232 Reduced 13.35%	53,419 $2.68 Billion
Q1 2022 Oct 09, 2024	SELL	$50.6 - $52.11 $7,944 - $8,181	-157 Reduced 0.25%	61,651 $3.16 Billion
Q4 2021 Oct 09, 2024	BUY	$51.18 - $52.61 $22,672 - $23,306	443 Added 0.72%	61,808 $3.18 Billion
Q3 2021 Oct 09, 2024	SELL	$51.92 - $52.8 $1,609 - $1,636	-31 Reduced 0.05%	61,365 $3.23 Billion
Q2 2021 Oct 09, 2024	SELL	$51.54 - $52.44 $1.16 Million - $1.18 Million	-22,444 Reduced 26.77%	61,396 $3.22 Billion
Q1 2021 Oct 09, 2024	BUY	$51.11 - $51.73 $99,971 - $101,183	1,956 Added 2.39%	83,840 $4.32 Billion
Q4 2020 Oct 09, 2024	BUY	$50.63 - $51.32 $4.15 Million - $4.2 Million	81,884 New	81,884 $4.18 Billion
Q3 2020 Oct 18, 2024	BUY	$50.18 - $51.11 $169,508 - $172,649	3,378 Added 4.53%	77,878 $3.97 Billion
Q2 2020 Oct 18, 2024	SELL	$48.74 - $50.23 $39,333 - $40,535	-807 Reduced 1.07%	74,500 $3.74 Billion
Q1 2020 Oct 18, 2024	SELL	$46.79 - $49.92 $348,913 - $372,253	-7,457 Reduced 9.01%	75,307 $3.67 Billion
Q4 2019 Oct 18, 2024	BUY	$49.0 - $49.52 $41,013 - $41,448	837 Added 1.02%	82,764 $4.08 Billion
Q3 2019 Oct 18, 2024	SELL	$49.05 - $49.56 $8,338 - $8,425	-170 Reduced 0.21%	81,927 $4.02 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	2,531 Added 3.18%	82,097 $4.05 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	4,368 Added 5.81%	79,566 $3.87 Billion
Q4 2018 Oct 18, 2024	SELL	N/A	-3,337 Reduced 4.25%	75,198 $3.6 Billion
Q3 2018 Oct 18, 2024	BUY	N/A	71,763 Added 1059.7%	78,535 $3.8 Billion

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

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Martel Wealth Advisors Inc Vanguard Sht Trm Inflt Prot Fd Transaction History