Martel Wealth Advisors Inc Vanguard Value ETF Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

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 34,803 shares of VTV stock, worth $6.12 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

34,803

Previous 37,123 6.25%

Holding current value

$6.12 Million

Previous $6.48 Billion 9.11%

% of portfolio

1.15%

Previous 1.33%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$168.32 - $181.87 $390,502 - $421,938	-2,320 Reduced 6.25%	34,803 $5.89 Billion
Q3 2024 Oct 09, 2024	SELL	$159.75 - $174.57 $161,507 - $176,490	-1,011 Reduced 2.65%	37,123 $6.48 Billion
Q2 2024 Oct 09, 2024	BUY	$154.57 - $163.65 $49,616 - $52,531	321 Added 0.85%	38,134 $6.12 Billion
Q1 2024 Oct 09, 2024	SELL	$147.46 - $162.86 $104,549 - $115,467	-709 Reduced 1.84%	37,813 $6.16 Billion
Q4 2023 Oct 09, 2024	BUY	$131.82 - $149.95 $54,178 - $61,629	411 Added 1.08%	38,522 $5.76 Billion
Q3 2023 Oct 09, 2024	SELL	$137.93 - $147.18 $185,791 - $198,251	-1,347 Reduced 3.41%	38,111 $5.26 Billion
Q2 2023 Oct 09, 2024	SELL	$134.74 - $142.42 $386,164 - $408,175	-2,866 Reduced 6.77%	39,458 $5.61 Billion
Q1 2023 Oct 09, 2024	BUY	$132.13 - $144.96 $271,527 - $297,892	2,055 Added 5.1%	42,324 $5.85 Billion
Q4 2022 Oct 09, 2024	BUY	$124.69 - $146.24 $169,079 - $198,301	1,356 Added 3.48%	40,269 $5.65 Billion
Q3 2022 Oct 09, 2024	BUY	$123.48 - $143.43 $1,111 - $1,290	9 Added 0.02%	38,913 $4.8 Billion
Q2 2022 Oct 09, 2024	BUY	$128.01 - $150.8 $255,507 - $300,996	1,996 Added 5.41%	38,904 $5.13 Billion
Q1 2022 Oct 09, 2024	SELL	$140.46 - $150.33 $94,248 - $100,871	-671 Reduced 1.79%	36,908 $5.45 Billion
Q4 2021 Oct 09, 2024	BUY	$136.43 - $147.24 $53,480 - $57,718	392 Added 1.05%	37,579 $5.53 Billion
Q3 2021 Oct 09, 2024	SELL	$134.5 - $142.48 $3,631 - $3,846	-27 Reduced 0.07%	37,187 $5.03 Billion
Q2 2021 Oct 09, 2024	BUY	$132.12 - $141.17 $157,222 - $167,992	1,190 Added 3.3%	37,214 $5.12 Billion
Q1 2021 Oct 09, 2024	BUY	$117.44 - $132.31 $102,290 - $115,242	871 Added 2.48%	36,024 $4.74 Billion
Q4 2020 Oct 09, 2024	BUY	$101.75 - $119.15 $3.58 Million - $4.19 Million	35,153 New	35,153 $4.18 Billion
Q3 2020 Oct 18, 2024	SELL	$98.37 - $109.49 $6,689 - $7,445	-68 Reduced 0.19%	35,342 $3.69 Billion
Q2 2020 Oct 18, 2024	BUY	$85.23 - $110.16 $28,040 - $36,242	329 Added 0.94%	35,410 $3.53 Billion
Q1 2020 Oct 18, 2024	SELL	$76.76 - $121.42 $87,583 - $138,540	-1,141 Reduced 3.15%	35,081 $3.12 Billion
Q4 2019 Oct 18, 2024	BUY	$107.9 - $120.77 $8,632 - $9,661	80 Added 0.22%	36,222 $4.34 Billion
Q3 2019 Oct 18, 2024	SELL	$111.23 - $113.16 $111,230 - $113,160	-1,000 Reduced 2.69%	36,142 $4.03 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	55 Added 0.15%	37,142 $4.12 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	661 Added 1.81%	37,087 $3.99 Billion
Q4 2018 Oct 18, 2024	SELL	N/A	-3,342 Reduced 8.4%	36,426 $3.57 Billion
Q3 2018 Oct 18, 2024	BUY	N/A	2,645 Added 7.12%	39,768 $4.4 Billion

Others Institutions Holding VTV

# of Institutions

2,355

Shares Held

520M

Call Options Held

248K

Put Options Held

265K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

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.

Account

Martel Wealth Advisors Inc Vanguard Value ETF Transaction History