A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 647,265 shares of VYM stock, worth $85 Million. This represents 17.04% of its overall portfolio holdings.

Number of Shares
647,265
Previous 645,001 0.35%
Holding current value
$85 Million
Previous $76.5 Billion 8.88%
% of portfolio
17.04%
Previous 16.41%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$117.9 - $128.2 $266,925 - $290,244
2,264 Added 0.35%
647,265 $83.3 Billion
Q2 2024

Oct 09, 2024

BUY
$114.71 - $121.51 $534,433 - $566,115
4,659 Added 0.73%
645,001 $76.5 Billion
Q1 2024

Oct 09, 2024

BUY
$109.98 - $120.99 $1.27 Million - $1.4 Million
11,543 Added 1.84%
640,342 $77.5 Billion
Q4 2023

Oct 09, 2024

BUY
$98.71 - $111.84 $1.66 Million - $1.89 Million
16,855 Added 2.75%
628,799 $70.2 Billion
Q3 2023

Oct 09, 2024

BUY
$103.32 - $110.34 $2.28 Million - $2.44 Million
22,088 Added 3.74%
611,944 $63.2 Billion
Q2 2023

Oct 09, 2024

BUY
$101.36 - $107.68 $1.95 Million - $2.07 Million
19,212 Added 3.37%
589,856 $62.6 Billion
Q1 2023

Oct 09, 2024

BUY
$100.82 - $111.44 $168,268 - $185,993
1,669 Added 0.29%
570,644 $60.2 Billion
Q4 2022

Oct 09, 2024

SELL
$96.14 - $113.15 $1.12 Million - $1.32 Million
-11,669 Reduced 2.01%
568,975 $61.6 Billion
Q3 2022

Oct 09, 2024

SELL
$94.88 - $110.28 $325,912 - $378,811
-3,435 Reduced 0.59%
580,644 $55.1 Billion
Q2 2022

Oct 09, 2024

SELL
$99.2 - $114.57 $171,318 - $197,862
-1,727 Reduced 0.29%
584,079 $59.4 Billion
Q1 2022

Oct 09, 2024

BUY
$107.24 - $115.01 $436,788 - $468,435
4,073 Added 0.7%
585,806 $65.8 Billion
Q4 2021

Oct 09, 2024

BUY
$104.33 - $112.16 $1.55 Million - $1.66 Million
14,843 Added 2.62%
581,733 $65.2 Billion
Q3 2021

Oct 09, 2024

BUY
$102.3 - $108.36 $1.15 Million - $1.21 Million
11,209 Added 2.02%
566,890 $58.6 Billion
Q2 2021

Oct 09, 2024

BUY
$101.6 - $107.95 $2.7 Million - $2.86 Million
26,534 Added 5.01%
555,681 $58.2 Billion
Q1 2021

Oct 09, 2024

BUY
$90.4 - $101.83 $1.29 Million - $1.46 Million
14,298 Added 2.78%
529,147 $53.5 Billion
Q4 2020

Oct 09, 2024

BUY
$78.88 - $92.1 $40.6 Million - $47.4 Million
514,849 New
514,849 $47.1 Billion

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

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.