Martel Wealth Advisors Inc Vanguard Growth ETF Transaction History

Martel Wealth Advisors Inc

$502 Billion
Q1 2025

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 229,187 shares of VUG stock, worth $86.7 Million. This represents 16.93% of its overall portfolio holdings.

Number of Shares

229,187

Previous 235,507 2.68%

Holding current value

$86.7 Million

Previous $96.7 Billion 12.08%

% of portfolio

16.93%

Previous 18.88%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$369.1 - $427.61 $2.33 Million - $2.7 Million	-6,320 Reduced 2.68%	229,187 $85 Billion
Q4 2024 Jan 16, 2025	BUY	$378.79 - $428.11 $939,777 - $1.06 Million	2,481 Added 1.06%	235,507 $96.7 Billion
Q3 2024 Oct 09, 2024	SELL	$341.08 - $391.94 $2.39 Million - $2.74 Million	-6,997 Reduced 2.92%	233,026 $89.3 Billion
Q2 2024 Oct 09, 2024	SELL	$322.46 - $377.11 $2.61 Million - $3.05 Million	-8,087 Reduced 3.26%	240,023 $89.8 Billion
Q1 2024 Oct 09, 2024	SELL	$301.05 - $346.61 $3.06 Million - $3.53 Million	-10,177 Reduced 3.94%	248,110 $85.4 Billion
Q4 2023 Oct 09, 2024	SELL	$261.54 - $312.16 $858,374 - $1.02 Million	-3,282 Reduced 1.25%	258,287 $80.3 Billion
Q3 2023 Oct 09, 2024	SELL	$269.56 - $293.5 $1.48 Million - $1.61 Million	-5,494 Reduced 2.06%	261,569 $71.2 Billion
Q2 2023 Oct 09, 2024	SELL	$243.06 - $282.96 $2.15 Million - $2.5 Million	-8,833 Reduced 3.2%	267,063 $75.6 Billion
Q1 2023 Oct 09, 2024	BUY	$209.25 - $249.44 $1.49 Million - $1.77 Million	7,111 Added 2.65%	275,896 $68.8 Billion
Q4 2022 Oct 09, 2024	BUY	$208.44 - $233.81 $3.65 Million - $4.09 Million	17,494 Added 6.96%	268,785 $57.3 Billion
Q3 2022 Oct 09, 2024	BUY	$213.95 - $266.28 $951,435 - $1.18 Million	4,447 Added 1.8%	251,291 $53.8 Billion
Q2 2022 Oct 09, 2024	BUY	$214.97 - $293.87 $2.47 Million - $3.37 Million	11,481 Added 4.88%	246,844 $55 Billion
Q1 2022 Oct 09, 2024	BUY	$254.37 - $323.09 $1.35 Million - $1.71 Million	5,307 Added 2.31%	235,363 $67.7 Billion
Q4 2021 Oct 09, 2024	SELL	$287.0 - $325.67 $408,114 - $463,102	-1,422 Reduced 0.61%	230,056 $73.8 Billion
Q3 2021 Oct 09, 2024	SELL	$286.49 - $308.98 $2.04 Million - $2.2 Million	-7,116 Reduced 2.98%	231,478 $67.2 Billion
Q2 2021 Oct 09, 2024	BUY	$257.69 - $287.23 $2.26 Million - $2.52 Million	8,789 Added 3.82%	238,594 $68.4 Billion
Q1 2021 Oct 09, 2024	SELL	$243.15 - $268.9 $843,973 - $933,351	-3,471 Reduced 1.49%	229,805 $59.1 Billion
Q4 2020 Oct 09, 2024	BUY	$220.77 - $253.46 $51.5 Million - $59.1 Million	233,276 New	233,276 $59.1 Billion
Q3 2020 Oct 18, 2024	SELL	$204.41 - $245.48 $1.74 Million - $2.09 Million	-8,502 Reduced 3.39%	241,936 $55.1 Billion
Q2 2020 Oct 18, 2024	SELL	$149.64 - $204.01 $983,134 - $1.34 Million	-6,570 Reduced 2.56%	250,438 $50.6 Billion
Q1 2020 Oct 18, 2024	SELL	$137.53 - $201.6 $326,633 - $478,800	-2,375 Reduced 0.92%	257,008 $40.3 Billion
Q4 2019 Oct 18, 2024	SELL	$161.84 - $183.14 $622,598 - $704,539	-3,847 Reduced 1.46%	259,383 $47.3 Billion
Q3 2019 Oct 18, 2024	SELL	$165.21 - $169.18 $48,406 - $49,569	-293 Reduced 0.11%	263,230 $43.8 Billion
Q2 2019 Oct 18, 2024	SELL	N/A	-3,183 Reduced 1.19%	263,523 $43.1 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	2,297 Added 0.87%	266,706 $41.7 Billion
Q4 2018 Oct 18, 2024	BUY	N/A	1,174 Added 0.45%	264,409 $35.5 Billion
Q3 2018 Oct 18, 2024	BUY	N/A	30,209 Added 12.96%	263,235 $42.4 Billion

Others Institutions Holding VUG

# of Institutions

2,677

Shares Held

259M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
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Industry ETFs

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Martel Wealth Advisors Inc Vanguard Growth ETF Transaction History