Martel Wealth Advisors Inc Vanguard Small Cap Growth ETF Transaction History
Martel Wealth Advisors Inc
- $502 Billion
- Q1 2025
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 13,487 shares of VBK stock, worth $3.18 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
13,487
Previous 14,058
4.06%
Holding current value
$3.18 Million
Previous $3.94 Billion
13.75%
% of portfolio
0.68%
Previous 0.77%
Shares
27 transactions
Others Institutions Holding VBK
# of Institutions
1,223Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.26 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$451 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$426 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$398 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$344 Million1.12% of portfolio