VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 726,001 Value ($000) $104,196 Avg Close Range
Q3 2025
Shares 708,503 Value ($000) $99,864 Avg Close Range
Q2 2025
Shares 692,364 Value ($000) $92,299 Avg Close Range
Q1 2025
Shares 670,778 Value ($000) $86,504 Avg Close Range
Q4 2024
Shares 677,586 Value ($000) $86,453 Avg Close Range
Q3 2024
Shares 647,265 Value ($000) $83,290 Avg Close Range
Q2 2024
Shares 645,001 Value ($000) $76,497 Avg Close Range
Q1 2024
Shares 640,342 Value ($000) $77,475 Avg Close Range
Q4 2023
Shares 628,799 Value ($000) $70,193 Avg Close Range
Q3 2023
Shares 611,944 Value ($000) $63,226 Avg Close Range
Q2 2023
Shares 589,856 Value ($000) $62,566 Avg Close Range
Q1 2023
Shares 570,644 Value ($000) $60,203 Avg Close Range
Q4 2022
Shares 568,975 Value ($000) $61,569 Avg Close Range
Q3 2022
Shares 580,644 Value ($000) $55,091 Avg Close Range
Q2 2022
Shares 584,079 Value ($000) $59,401 Avg Close Range
Q1 2022
Shares 585,806 Value ($000) $65,757 Avg Close Range
Q4 2021
Shares 581,733 Value ($000) $65,218 Avg Close Range
Q3 2021
Shares 566,890 Value ($000) $58,588 Avg Close Range
Q2 2021
Shares 555,681 Value ($000) $58,219 Avg Close Range
Q1 2021
Shares 529,147 Value ($000) $53,491 Avg Close Range
Q4 2020
Shares 514,849 Value ($000) $47,114 Avg Close Range
Q3 2020
Shares 489,788 Value ($000) $39,639 Avg Close Range
Q2 2020
Shares 459,816 Value ($000) $36,224 Avg Close Range
Q1 2020
Shares 436,861 Value ($000) $30,908 Avg Close Range
Q4 2019
Shares 414,238 Value ($000) $38,818 Avg Close Range
Q3 2019
Shares 411,839 Value ($000) $36,542 Avg Close Range
Q2 2019
Shares 402,211 Value ($000) $35,145 Avg Close Range
Q1 2019
Shares 397,390 Value ($000) $34,040 Avg Close Range
Q4 2018
Shares 391,429 Value ($000) $30,528 Avg Close Range
Q3 2018
Shares 386,599 Value ($000) $33,669 Avg Close Range