Martel Wealth Advisors Inc Vanguard Value ETF Transaction History
Martel Wealth Advisors Inc
- $571 Billion
- Q3 2025
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 34,752 shares of VTV stock, worth $6.5 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
34,752
Previous 34,540
0.61%
Holding current value
$6.5 Million
Previous $6.1 Billion
6.16%
% of portfolio
1.14%
Previous 1.13%
Shares
29 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
34K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio