Martel Wealth Advisors Inc Vanguard Mega Cap Value Transaction History

Martel Wealth Advisors Inc

  • $512 Billion
  • Q4 2024

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 3,924 shares of MGV stock, worth $513,651. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,924
Previous 3,902 0.56%
Holding current value
$513,651
Previous $501 Million 2.11%
% of portfolio
0.1%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
481
Shares Held
75.1M
Call Options Held
2.5K
Put Options Held
400
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email