Vanguard Small-Cap Growth ETF shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 15k | 267.78 |
| 2024-06-30 | $3.7M | 15k | 250.13 |
| 2024-03-31 | $3.9M | 15k | 260.72 |
| 2023-12-31 | $3.7M | 15k | 241.78 |
| 2023-09-30 | $3.3M | 15k | 214.18 |
| 2023-06-30 | $3.7M | 16k | 229.74 |
| 2023-03-31 | $3.7M | 17k | 216.41 |
| 2022-12-31 | $3.1M | 15k | 200.54 |
| 2022-09-30 | $1.5M | 7.9k | 195.13 |
| 2022-06-30 | $1.1M | 5.7k | 197.03 |
| 2022-03-31 | $856k | 3.5k | 248.13 |
| 2021-12-31 | $927k | 3.3k | 281.79 |
| 2021-09-30 | $908k | 3.2k | 280.16 |
| 2021-06-30 | $935k | 3.2k | 289.79 |
| 2021-03-31 | $861k | 3.1k | 274.65 |
| 2020-12-31 | $873k | 3.3k | 267.66 |
| 2020-09-30 | $713k | 3.3k | 214.93 |
| 2020-06-30 | $674k | 3.4k | 199.60 |
| 2020-03-31 | $461k | 3.1k | 150.30 |
| 2019-12-31 | $614k | 3.1k | 198.70 |
| 2019-09-30 | $562k | 3.1k | 182.04 |
| 2019-06-30 | $596k | 3.2k | 186.21 |
| 2019-03-31 | $575k | 3.2k | 179.72 |
| 2018-12-31 | $459k | 3.0k | 150.59 |
| 2018-09-30 | $644k | 3.4k | 187.32 |
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