David Katz Vanguard Value ETF Transaction History
Matrix Asset Advisors Inc
- $901 Million
- Q4 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 5,486 shares of VTV stock, worth $973,051. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,486
Previous 3,877
41.5%
Holding current value
$973,051
Previous $676,000
37.28%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,503Shares Held
541MCall Options Held
251KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC120MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.55 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.48 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.57 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.35 Billion0.42% of portfolio