Martel Wealth Advisors Inc VCRB Holdings History
Martel Wealth Advisors Inc's Vanguard Core Bond ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 1.38 Mil shares of Vanguard Core Bond ETF(VCRB), totaling $107.42 Mil. This investment constitutes 19.91% of their stock portfolio, and Martel Wealth Advisors Inc now holds 3.59% of the outstanding Vanguard Core Bond ETF(VCRB) stock.
The initial trade took place in 2024Q4. And since then Martel Wealth Advisors Inc has made 3 purchases of VCRB, at an average price of $77.05, for a total of 1.38 Mil shares. Based on historical transaction data and VCRB's current price of $76.79, Martel Wealth Advisors Inc's estimated gain on his VCRB holdings is $-353,787.89, reflecting a -0.33% gain to date.
Martel Wealth Advisors Inc VCRB ($76.79) Holding Chart
Martel Wealth Advisors Inc VCRB ($76.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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