David Katz Vanguard Value ETF Transaction History
Matrix Asset Advisors Inc
- $882 Million
- Q3 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 3,877 shares of VTV stock, worth $684,755. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,877
Previous 1,520
155.07%
Holding current value
$684,755
Previous $243,000
178.19%
% of portfolio
0.08%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.59 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio