David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard Value ETF (VTV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 3,877 | 0.08 | Add 155.07% | 0.05 | $174.62 |
| 2024 Q2 | 1,520 | 0.03 | Add 12.34% | 0.00 | $160.53 |
| 2024 Q1 | 1,353 | 0.03 | Reduce 2.10% | 0.00 | $162.60 |
| 2023 Q4 | 1,382 | 0.03 | Buy | 0.03 | $149.78 |