Martel Wealth Advisors Inc Vanguard Mega Cap Value Transaction History

Martel Wealth Advisors Inc

$586 Billion
Q4 2025

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 4,008 shares of MGV stock, worth $555,027. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,008

Previous 3,965 1.08%

Holding current value

$555,027

Previous $546 Million 3.6%

% of portfolio

0.1%

Previous 0.1%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$135.26 - $140.13 $5,816 - $6,025	43 Added 1.08%	4,008 $566 Million
Q3 2025 Oct 14, 2025	BUY	$129.46 - $137.85 $2,589 - $2,757	20 Added 0.51%	3,965 $546 Million
Q1 2025 Apr 16, 2025	BUY	$123.61 - $133.01 $2,595 - $2,793	21 Added 0.54%	3,945 $508 Million
Q4 2024 Jan 16, 2025	BUY	$124.06 - $133.48 $2,729 - $2,936	22 Added 0.56%	3,924 $490 Million
Q3 2024 Oct 09, 2024	BUY	$118.0 - $128.28 $5,428 - $5,900	46 Added 1.19%	3,902 $501 Million

Q1 2024 Oct 09, 2024	BUY	$108.33 - $119.51 $2,491 - $2,748	23 Added 0.6%	3,856 $461 Million
Q4 2023 Oct 09, 2024	BUY	$97.07 - $109.74 $2,620 - $2,962	27 Added 0.71%	3,833 $419 Million
Q3 2023 Oct 09, 2024	SELL	$101.4 - $107.46 $61,752 - $65,443	-609 Reduced 13.79%	3,806 $386 Million
Q2 2023 Oct 09, 2024	BUY	$98.78 - $104.28 $2,765 - $2,919	28 Added 0.64%	4,415 $458 Million
Q1 2023 Oct 09, 2024	BUY	$97.0 - $105.37 $2,522 - $2,739	26 Added 0.6%	4,387 $443 Million
Q4 2022 Oct 09, 2024	BUY	$90.82 - $106.81 $5,540 - $6,515	61 Added 1.42%	4,361 $449 Million
Q2 2022 Oct 09, 2024	BUY	$93.26 - $109.21 $2,424 - $2,839	26 Added 0.61%	4,300 $414 Million
Q1 2022 Oct 09, 2024	BUY	$101.98 - $109.31 $2,141 - $2,295	21 Added 0.49%	4,274 $459 Million
Q4 2021 Oct 09, 2024	BUY	$98.51 - $106.97 $5,221 - $5,669	53 Added 1.26%	4,253 $454 Million
Q2 2021 Oct 09, 2024	BUY	$95.62 - $101.99 $4,494 - $4,793	47 Added 1.13%	4,200 $418 Million
Q1 2021 Oct 09, 2024	SELL	$85.78 - $95.86 $49,752 - $55,598	-580 Reduced 12.25%	4,153 $395 Million
Q4 2020 Oct 09, 2024	BUY	$74.22 - $86.87 $351,283 - $411,155	4,733 New	4,733 $411 Million
Q3 2020 Oct 18, 2024	BUY	$72.37 - $80.17 $4,342 - $4,810	60 Added 1.29%	4,697 $360 Million
Q2 2020 Oct 18, 2024	BUY	$63.17 - $80.68 $2,337 - $2,985	37 Added 0.8%	4,637 $339 Million
Q4 2019 Oct 18, 2024	BUY	$78.27 - $87.77 $5,009 - $5,617	64 Added 1.41%	4,600 $401 Million
Q3 2019 Oct 18, 2024	BUY	$80.82 - $82.14 $2,586 - $2,628	32 Added 0.71%	4,536 $369 Million
Q1 2019 Oct 18, 2024	BUY	N/A	34 Added 0.76%	4,504 $351 Million
Q4 2018 Oct 18, 2024	SELL	N/A	-104 Reduced 2.27%	4,470 $319 Million
Q3 2018 Oct 18, 2024	BUY	N/A	672 Added 17.22%	4,574 $366 Million

Others Institutions Holding MGV

# of Institutions

574

Shares Held

56.1M

Call Options Held

13.5K

Put Options Held

2.4K

View Full List

About VANGUARD MEGA CAP VALUE

Ticker MGV
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Martel Wealth Advisors Inc Vanguard Mega Cap Value Transaction History