Martel Wealth Advisors Inc VEA Holdings History
Martel Wealth Advisors Inc's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 193,921.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $11.06 Mil. This investment constitutes 2.05% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 2 purchases of VEA, at an average price of $42.69, for a total of 687,852.00 shares. In addition, there have been 11 sales at an average price of $43.44 for 493,931.00 shares. Based on historical transaction data and VEA's current price of $56.64, Martel Wealth Advisors Inc's estimated gain on his VEA holdings is $3.07 Mil, reflecting a 10.47% gain to date.
Martel Wealth Advisors Inc VEA ($56.64) Holding Chart
Martel Wealth Advisors Inc VEA ($56.64) 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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