Martel Wealth Advisors Inc VANGUARD MALVERN FDS Transaction History

Martel Wealth Advisors Inc

  • $571 Billion
  • Q3 2025
Number of Shares
1,444,032
Previous 1,384,604 4.29%
Holding current value
$113 Billion
Previous $107 Billion 5.41%
% of portfolio
19.84%
Previous 19.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
59,428 Added 4.29%
1,444,032 $113 Billion
Q2 2025

Jul 17, 2025
BUY
N/A
31,915 Added 2.36%
1,384,604 $107 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
255,537 Added 23.29%
1,352,689 $105 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,097,152 New
1,097,152 $83.2 Billion
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