David Katz Vanguard Small Cap ETF Transaction History
Matrix Asset Advisors Inc
- $901 Million
- Q4 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 1,169 shares of VB stock, worth $289,853. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,169
Previous 1,168
0.09%
Holding current value
$289,853
Previous $277,000
1.08%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio