David Katz Vanguard Value ETF Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Value ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 1,353 shares of VTV stock, worth $217,034. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,353
Previous 1,382
2.1%
Holding current value
$217,034
Previous $206,000
6.8%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,150Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio