Vanguard Small-Cap ETF shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 21k | 236.64 |
| 2024-06-30 | $4.5M | 21k | 218.04 |
| 2024-03-31 | $4.7M | 21k | 228.59 |
| 2023-12-31 | $4.6M | 22k | 213.33 |
| 2023-09-30 | $4.1M | 22k | 189.07 |
| 2023-06-30 | $4.3M | 22k | 198.89 |
| 2023-03-31 | $4.2M | 22k | 189.56 |
| 2022-12-31 | $4.0M | 22k | 183.54 |
| 2022-09-30 | $3.8M | 22k | 170.91 |
| 2022-06-30 | $3.9M | 22k | 176.11 |
| 2022-03-31 | $4.6M | 22k | 212.52 |
| 2021-12-31 | $4.6M | 20k | 226.01 |
| 2021-09-30 | $4.4M | 20k | 218.68 |
| 2021-06-30 | $4.4M | 20k | 225.28 |
| 2021-03-31 | $4.1M | 19k | 214.08 |
| 2020-12-31 | $4.2M | 21k | 194.68 |
| 2020-09-30 | $3.3M | 21k | 153.80 |
| 2020-06-30 | $3.0M | 21k | 145.72 |
| 2020-03-31 | $2.3M | 20k | 115.44 |
| 2019-12-31 | $3.2M | 19k | 165.64 |
| 2019-09-30 | $3.0M | 19k | 153.89 |
| 2019-06-30 | $3.1M | 20k | 156.66 |
| 2019-03-31 | $3.0M | 20k | 152.80 |
| 2018-12-31 | $2.5M | 19k | 131.99 |
| 2018-09-30 | $3.1M | 19k | 162.58 |