Martel Wealth Advisors Inc Vanguard Small Cap ETF Transaction History
Martel Wealth Advisors Inc
- $502 Billion
- Q1 2025
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 19,634 shares of VB stock, worth $4.35 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
19,634
Previous 20,411
3.81%
Holding current value
$4.35 Million
Previous $4.9 Billion
11.23%
% of portfolio
0.87%
Previous 0.96%
Shares
27 transactions
Others Institutions Holding VB
# of Institutions
2,344Shares Held
162MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio