Martel Wealth Advisors Inc VIG Holdings History
Martel Wealth Advisors Inc's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 79,110.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.19 Mil. This investment constitutes 3% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 3 purchases of VIG, at an average price of $124.80, for a total of 108,170.00 shares. In addition, there have been 10 sales at an average price of $172.25 for 29,060.00 shares. Based on historical transaction data and VIG's current price of $206.10, Martel Wealth Advisors Inc's estimated gain on his VIG holdings is $7.81 Mil, reflecting a 57.85% gain to date.
Martel Wealth Advisors Inc VIG ($206.10) Holding Chart
Martel Wealth Advisors Inc VIG ($206.10) 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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