David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard S&P 500 ETF (VOO)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 18,468 | 1.06 | Add 26.79% | 0.22 | $480.67 |
| 2023 Q4 | 14,566 | 0.81 | Add 9.35% | 0.07 | $436.77 |
| 2023 Q3 | 13,320 | 0.75 | Reduce 10.72% | 0.09 | $392.72 |
| 2023 Q2 | 14,920 | 0.84 | Add 14.40% | 0.11 | $407.31 |
| 2023 Q1 | 13,042 | 0.71 | Add 4.37% | 0.03 | $376.09 |
| 2022 Q4 | 12,496 | 0.66 | Add 24.36% | 0.13 | $351.31 |
| 2022 Q3 | 10,048 | 0.54 | Add 1.60% | 0.01 | $328.32 |
| 2022 Q2 | 9,890 | 0.53 | Add 9.04% | 0.04 | $346.92 |
| 2022 Q1 | 9,070 | 0.51 | Add 14.10% | 0.06 | $415.21 |
| 2021 Q4 | 7,949 | 0.45 | Add 23.62% | 0.09 | $436.53 |
| 2021 Q3 | 6,430 | 0.36 | Buy | 0.36 | $394.40 |