MWA
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Martel Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Martel Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$107M Buy
1,384,604
+31,915
+2% +$2.48M 19.91% 1
2025
Q1 		$105M Buy
1,352,689
+255,537
+23% +$19.8M 20.86% 1
2024
Q4 		$83.2M Buy
+1,097,152
New +$83.2M 16.24% 3