David Katz Vanguard Mid Cap ETF Transaction History

Matrix Asset Advisors Inc

  • $882 Million
  • Q3 2024

A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 989 shares of VO stock, worth $264,972. This represents 0.03% of its overall portfolio holdings.

Number of Shares
989
Previous 888 11.37%
Holding current value
$264,972
Previous $214,000 21.5%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$237.84 - $263.83 $24,021 - $26,646
101 Added 11.37%
989 $260,000
Q4 2023

Jan 24, 2024
BUY
$195.66 - $233.95 $173,746 - $207,747
888 New
888 $206,000
Q2 2022

Jul 15, 2022
SELL
$190.36 - $240.41 $167,897 - $212,041
-882 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$236.98 - $261.2 $2,843 - $3,134
12 Added 1.38%
882 $225,000
Q2 2021

Aug 16, 2021
BUY
$223.23 - $238.25 $194,210 - $207,277
870 New
870 $206,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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