Number of Shares
193,921.00
Current Holdings Value*
$11.06 Mil
% of Portfolio
2.05%
Total Estimate Gain
$3.07 Mil
% of Total Estimate Gain
10.47%

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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