Martel Wealth Advisors Inc VUG Holdings History
Martel Wealth Advisors Inc's Vanguard Growth ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 232,840.00 shares of Vanguard Growth ETF(VUG), totaling $102.08 Mil. This investment constitutes 18.92% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.06% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 3 purchases of VUG, at an average price of $189.76, for a total of 320,146.00 shares. In addition, there have been 10 sales at an average price of $288.70 for 87,306.00 shares. Based on historical transaction data and VUG's current price of $448.39, Martel Wealth Advisors Inc's estimated gain on his VUG holdings is $68.86 Mil, reflecting a 113.34% gain to date.
Martel Wealth Advisors Inc VUG ($448.39) Holding Chart
Martel Wealth Advisors Inc VUG ($448.39) 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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