David Katz Vanguard Total Stock Market Et Transaction History
Matrix Asset Advisors Inc
- $901 Million
- Q4 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 3,417 shares of VTI stock, worth $884,148. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,417
Previous 3,417
-0.0%
Holding current value
$884,148
Previous $967,000
2.38%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VTI
# of Institutions
3,397Shares Held
473MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$13.9 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$6.98 Billion18.8% of portfolio
-
Wealthfront Advisers LLC15.6MShares$4.04 Billion13.31% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.41 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.34 Billion1.57% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity