MAA
Matrix Asset Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
2,760
+1,277
| +86% | +$357K | 0.08% | 61 |
|
|
2025
Q1 | $384K | Buy |
1,483
+151
| +11% | +$39.1K | 0.04% | 76 |
|
|
2024
Q4 | $352K | Buy |
1,332
+343
| +35% | +$90.6K | 0.04% | 82 |
|
|
2024
Q3 | $261K | Buy |
989
+101
| +11% | +$26.6K | 0.03% | 93 |
|
|
2024
Q2 | $215K | Hold |
888
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $222K | Hold |
888
| – | – | 0.03% | 93 |
|
|
2023
Q4 | $207K | Buy |
+888
| New | +$207K | 0.03% | 95 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$210K | – | 92 |
|
|
2022
Q1 | $210K | Hold |
882
| – | – | 0.03% | 85 |
|
|
2021
Q4 | $225K | Buy |
882
+12
| +1% | +$3.06K | 0.03% | 82 |
|
|
2021
Q3 | $206K | Hold |
870
| – | – | 0.03% | 79 |
|
|
2021
Q2 | $206K | Buy |
+870
| New | +$206K | 0.03% | 79 |
|