Martel Wealth Advisors Inc's ownership history for VSGX

Martel Wealth Advisors Inc currently holds 3.9K shares with a market value of $276.6K. It started holding VSGX on 2022-03-31. At its peak, it held 5.2K shares on 2023-12-31. Its highest holding value was $293.6K on 2025-12-31. At its lowest, it held 3.8K shares on 2024-03-31, with a value of $217.0K on 2024-03-31. In the recent 180 days, Martel Wealth Advisors Inc has decreased its shares by 360. In the recent year, Martel Wealth Advisors Inc has decreased its shares by 498.