David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard Small Cap ETF (VB)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 1,078 | 0.03 | $228.20 | ||
| 2023 Q4 | 1,078 | 0.03 | Add 0.09% | 0.00 | $213.36 |
| 2023 Q3 | 1,077 | 0.03 | $189.42 | ||
| 2023 Q2 | 1,077 | 0.03 | Add 0.09% | 0.00 | $198.70 |
| 2023 Q1 | 1,076 | 0.03 | Buy | 0.03 | $189.59 |
| 2022 Q2 | 0 | 0 | Sell 100.00% | 0.03 | |
| 2022 Q1 | 1,038 | 0.03 | $212.91 | ||
| 2021 Q4 | 1,038 | 0.03 | Add 1.86% | 0.00 | $226.40 |
| 2021 Q3 | 1,019 | 0.03 | $218.84 | ||
| 2021 Q2 | 1,019 | 0.03 | $225.71 | ||
| 2021 Q1 | 1,019 | 0.03 | Buy | 0.03 | $213.94 |