Martel Wealth Advisors Inc Vanguard Whitehall Fds (Vangua Transaction History

Martel Wealth Advisors Inc

$502 Billion
Q1 2025

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 670,778 shares of VYM stock, worth $83.4 Million. This represents 17.23% of its overall portfolio holdings.

Number of Shares

670,778

Previous 677,586 1.0%

Holding current value

$83.4 Million

Previous $86.5 Billion 0.06%

% of portfolio

17.23%

Previous 16.88%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$126.11 - $135.06 $858,556 - $919,488	-6,808 Reduced 1.0%	670,778 $86.5 Billion
Q4 2024 Jan 16, 2025	BUY	$126.68 - $134.74 $3.84 Million - $4.09 Million	30,321 Added 4.68%	677,586 $86.5 Billion
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
Q3 2020 Oct 18, 2024	BUY	$77.57 - $85.18 $2.32 Million - $2.55 Million	29,972 Added 6.52%	489,788 $39.6 Billion
Q2 2020 Oct 18, 2024	BUY	$67.79 - $86.78 $1.56 Million - $1.99 Million	22,955 Added 5.25%	459,816 $36.2 Billion
Q1 2020 Oct 18, 2024	BUY	$60.97 - $94.78 $1.38 Million - $2.14 Million	22,623 Added 5.46%	436,861 $30.9 Billion
Q4 2019 Oct 18, 2024	BUY	$85.84 - $94.47 $205,930 - $226,633	2,399 Added 0.58%	414,238 $38.8 Billion
Q3 2019 Oct 18, 2024	BUY	$88.2 - $89.75 $849,189 - $864,113	9,628 Added 2.39%	411,839 $36.5 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	4,821 Added 1.21%	402,211 $35.1 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	5,961 Added 1.52%	397,390 $34 Billion
Q4 2018 Oct 18, 2024	BUY	N/A	4,830 Added 1.25%	391,429 $30.5 Billion
Q3 2018 Oct 18, 2024	SELL	N/A	-260,666 Reduced 40.27%	386,599 $33.7 Billion

Others Institutions Holding VYM

# of Institutions

1,988

Shares Held

184M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Martel Wealth Advisors Inc Vanguard Whitehall Fds (Vangua Transaction History