David Katz Vanguard Growth ETF Transaction History
Matrix Asset Advisors Inc
- $882 Million
- Q3 2024
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 3,152 shares of VUG stock, worth $1.3 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,152
Previous 3,049
3.38%
Holding current value
$1.3 Million
Previous $1.14 Million
6.14%
% of portfolio
0.14%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,378Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.1 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.58 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.71 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.42 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.34 Billion6.36% of portfolio