Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-498,952.05
% of Total Estimate Gain
-13.58%

Martel Wealth Advisors Inc's VanEck High Yield Muni ETF Holding Summary

As of 2025-06-30, Martel Wealth Advisors Inc held - shares of VanEck High Yield Muni ETF(HYD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0% of the outstanding VanEck High Yield Muni ETF(HYD) stock.

The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 4 purchases of HYD, at an average price of $60.09, for a total of 61,148.00 shares. In addition, there have been 9 sales at an average price of $51.93 for 61,148.00 shares. Based on historical transaction data and HYD's current price of $48.85, Martel Wealth Advisors Inc's estimated gain on his HYD holdings is $-498,952.05, reflecting a -13.58% gain to date.

Martel Wealth Advisors Inc HYD ($48.85) Holding Chart

Martel Wealth Advisors Inc HYD ($48.85) 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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