Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Total Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 239,160 shares of BND stock, worth $17.3 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares

239,160

Previous 1,298,339 81.58%

Holding current value

$17.3 Million

Previous $96.3 Billion 82.14%

% of portfolio

3.36%

Previous 19.69%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$71.75 - $75.11 $76 Million - $79.6 Million	-1,059,179 Reduced 81.58%	239,160 $17.2 Billion
Q3 2024 Oct 09, 2024	BUY	$71.45 - $75.64 $2.72 Million - $2.88 Million	38,056 Added 3.02%	1,298,339 $96.3 Billion
Q2 2024 Oct 09, 2024	BUY	$70.55 - $72.66 $2.59 Million - $2.67 Million	36,732 Added 3.0%	1,260,283 $90.8 Billion
Q1 2024 Oct 09, 2024	BUY	$71.76 - $73.66 $3.78 Million - $3.88 Million	52,733 Added 4.5%	1,223,551 $88.9 Billion
Q4 2023 Oct 09, 2024	BUY	$68.04 - $73.9 $1.87 Million - $2.03 Million	27,525 Added 2.41%	1,170,818 $86.1 Billion
Q3 2023 Oct 09, 2024	BUY	$69.63 - $72.91 $3.67 Million - $3.84 Million	52,650 Added 4.83%	1,143,293 $79.8 Billion
Q2 2023 Oct 09, 2024	BUY	$72.23 - $74.46 $3.32 Million - $3.43 Million	46,002 Added 4.4%	1,090,643 $79.3 Billion
Q1 2023 Oct 09, 2024	BUY	$71.33 - $74.57 $1.71 Million - $1.79 Million	23,982 Added 2.35%	1,044,641 $77.1 Billion
Q4 2022 Oct 09, 2024	BUY	$69.38 - $73.88 $131,822 - $140,372	1,900 Added 0.19%	1,020,659 $73.3 Billion
Q3 2022 Oct 09, 2024	SELL	$70.77 - $77.08 $82,800 - $90,183	-1,170 Reduced 0.11%	1,018,759 $72.7 Billion
Q2 2022 Oct 09, 2024	BUY	$73.3 - $79.23 $1.3 Million - $1.4 Million	17,684 Added 1.76%	1,019,929 $76.8 Billion
Q1 2022 Oct 09, 2024	BUY	$78.72 - $84.18 $3.34 Million - $3.57 Million	42,401 Added 4.42%	1,002,245 $79.7 Billion
Q4 2021 Oct 09, 2024	BUY	$84.47 - $85.89 $3.53 Million - $3.59 Million	41,800 Added 4.55%	959,844 $81.3 Billion
Q3 2021 Oct 09, 2024	BUY	$85.45 - $86.85 $2.89 Million - $2.94 Million	33,849 Added 3.83%	918,044 $78.4 Billion
Q2 2021 Oct 09, 2024	BUY	$84.67 - $85.92 $7.01 Million - $7.11 Million	82,753 Added 10.33%	884,195 $75.9 Billion
Q1 2021 Oct 09, 2024	BUY	$84.36 - $88.07 $6.06 Million - $6.32 Million	71,806 Added 9.84%	801,442 $67.9 Billion
Q4 2020 Oct 09, 2024	BUY	$87.44 - $88.49 $63.8 Million - $64.6 Million	729,636 New	729,636 $64.3 Billion
Q3 2020 Oct 18, 2024	BUY	$88.13 - $89.48 $3.38 Million - $3.44 Million	38,401 Added 5.98%	680,627 $60 Billion
Q2 2020 Oct 18, 2024	SELL	$85.6 - $88.34 $1.48 Million - $1.53 Million	-17,273 Reduced 2.62%	642,226 $56.7 Billion
Q1 2020 Oct 18, 2024	SELL	$80.33 - $87.96 $373,614 - $409,101	-4,651 Reduced 0.7%	659,499 $56.3 Billion
Q4 2019 Oct 18, 2024	BUY	$83.39 - $84.94 $1.36 Million - $1.38 Million	16,269 Added 2.51%	664,150 $55.7 Billion
Q3 2019 Oct 18, 2024	BUY	$83.3 - $84.54 $944,622 - $958,683	11,340 Added 1.78%	647,881 $54.7 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	8,629 Added 1.37%	636,541 $52.9 Billion
Q1 2019 Oct 18, 2024	BUY	N/A	8,794 Added 1.42%	627,912 $51 Billion
Q4 2018 Oct 18, 2024	SELL	N/A	-4,934 Reduced 0.79%	619,118 $49 Billion
Q3 2018 Oct 18, 2024	SELL	N/A	-674,287 Reduced 51.93%	624,052 $49.1 Billion

Others Institutions Holding BND

# of Institutions

1,615

Shares Held

958M

Call Options Held

379K

Put Options Held

101K

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Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Total Transaction History