David Katz Vanguard Growth ETF Transaction History
Matrix Asset Advisors Inc
- $929 Million
- Q2 2025
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Growth ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 3,131 shares of VUG stock, worth $1.42 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,131
Previous 3,069
2.02%
Holding current value
$1.42 Million
Previous $1.14 Million
20.56%
% of portfolio
0.15%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding VUG
# of Institutions
2,716Shares Held
266MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$22 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.37 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.66 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.32 Billion5.82% of portfolio