Martel Wealth Advisors Inc Vanguard Value ETF Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 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 37,123 shares of VTV stock, worth $6.6 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
37,123
Previous 38,134
2.65%
Holding current value
$6.6 Million
Previous $6.12 Billion
5.97%
% of portfolio
1.33%
Previous 1.31%
Shares
16 transactions
Others Institutions Holding VTV
# of Institutions
2,208Shares Held
507MCall Options Held
142KPut Options Held
223K-
Bank Of America Corp Charlotte, NC115MShares$20.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$9.07 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.19 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.57 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.22 Billion0.5% of portfolio