Martel Wealth Advisors Inc Vanguard Specialized Funds Van Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 11,796 shares of VNQ stock, worth $1.07 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,796

Previous 12,366 4.61%

Holding current value

$1.07 Million

Previous $1.18 Billion 10.66%

% of portfolio

0.21%

Previous 0.24%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$87.85 - $98.6 $50,074 - $56,202	-570 Reduced 4.61%	11,796 $1.05 Billion
Q3 2024 Oct 09, 2024	BUY	$82.97 - $98.97 $3,484 - $4,156	42 Added 0.34%	12,366 $1.18 Billion
Q2 2024 Oct 09, 2024	SELL	$78.61 - $85.97 $12,498 - $13,669	-159 Reduced 1.27%	12,324 $1.03 Billion
Q1 2024 Oct 09, 2024	BUY	$82.58 - $89.12 $72,340 - $78,069	876 Added 7.55%	12,483 $1.08 Billion
Q4 2023 Oct 09, 2024	SELL	$71.05 - $89.54 $6,536 - $8,237	-92 Reduced 0.79%	11,607 $1.03 Billion
Q3 2023 Oct 09, 2024	BUY	$75.44 - $86.89 $69,631 - $80,199	923 Added 8.57%	11,699 $885 Million
Q2 2023 Oct 09, 2024	BUY	$78.4 - $83.98 $37,318 - $39,974	476 Added 4.62%	10,776 $900 Million
Q1 2023 Oct 09, 2024	BUY	$77.59 - $93.7 $17,302 - $20,895	223 Added 2.21%	10,300 $855 Million
Q4 2022 Oct 09, 2024	BUY	$76.14 - $88.09 $3,045 - $3,523	40 Added 0.4%	10,077 $831 Million
Q3 2022 Oct 09, 2024	BUY	$79.28 - $102.13 $37,658 - $48,511	475 Added 4.97%	10,037 $805 Million
Q2 2022 Oct 09, 2024	SELL	$87.04 - $112.5 $12,968 - $16,762	-149 Reduced 1.53%	9,562 $871 Million
Q1 2022 Oct 09, 2024	BUY	$99.96 - $115.1 $4,798 - $5,524	48 Added 0.5%	9,711 $1.05 Billion
Q4 2021 Oct 09, 2024	SELL	$102.53 - $116.01 $7,074 - $8,004	-69 Reduced 0.71%	9,663 $1.12 Billion
Q3 2021 Oct 09, 2024	BUY	$101.78 - $110.92 $78,472 - $85,519	771 Added 8.6%	9,732 $991 Million
Q2 2021 Oct 09, 2024	SELL	$93.53 - $105.5 $10,568 - $11,921	-113 Reduced 1.25%	8,961 $912 Million
Q1 2021 Oct 09, 2024	BUY	$81.97 - $92.98 $32,460 - $36,820	396 Added 4.56%	9,074 $834 Million
Q4 2020 Oct 09, 2024	BUY	$76.08 - $86.67 $660,222 - $752,122	8,678 New	8,678 $737 Million
Q3 2020 Oct 18, 2024	BUY	$76.31 - $83.64 $1,526 - $1,672	20 Added 0.24%	8,505 $672 Million
Q2 2020 Oct 18, 2024	BUY	$64.53 - $86.79 $3,549 - $4,773	55 Added 0.65%	8,485 $666 Million
Q1 2020 Oct 18, 2024	BUY	$56.91 - $99.57 $57,023 - $99,769	1,002 Added 13.49%	8,430 $589 Million
Q4 2019 Oct 18, 2024	SELL	$90.14 - $95.25 $3,425 - $3,619	-38 Reduced 0.51%	7,428 $689 Million
Q3 2019 Oct 18, 2024	SELL	$91.64 - $93.61 $366 - $374	-4 Reduced 0.05%	7,466 $696 Million
Q2 2019 Oct 18, 2024	SELL	N/A	-4 Reduced 0.05%	7,470 $653 Million
Q1 2019 Oct 18, 2024	SELL	N/A	-105 Reduced 1.39%	7,474 $650 Million
Q4 2018 Oct 18, 2024	SELL	N/A	-41 Reduced 0.54%	7,579 $565 Million
Q3 2018 Oct 18, 2024	SELL	N/A	-4,746 Reduced 38.38%	7,620 $615 Million

Others Institutions Holding VNQ

# of Institutions

1,826

Shares Held

238M

Call Options Held

1.22M

Put Options Held

1.53M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Martel Wealth Advisors Inc Vanguard Specialized Funds Van Transaction History