David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard Mid Cap ETF (VO)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 989 | 0.03 | Add 11.37% | 0.00 | $263.90 |
| 2024 Q2 | 888 | 0.03 | $242.12 | ||
| 2024 Q1 | 888 | 0.03 | $250.00 | ||
| 2023 Q4 | 888 | 0.03 | Buy | 0.03 | $233.11 |
| 2022 Q2 | 0 | 0 | Sell 100.00% | 0.03 | |
| 2022 Q1 | 882 | 0.03 | $238.10 | ||
| 2021 Q4 | 882 | 0.03 | Add 1.38% | 0.00 | $255.10 |
| 2021 Q3 | 870 | 0.03 | $236.78 | ||
| 2021 Q2 | 870 | 0.03 | Buy | 0.03 | $236.78 |