David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard Mid-Cap Index Fund ETF Shares (VO)
← All VO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 30,736 | 0.20 | Add 51.80% | 0.07 | $69.96–76.76 · VW $74.05i | $2,206,800 | SEC |
| 2025 Q4 | 20,248 | 0.13 | Add 28.48% | 0.03 | $69.44–74.66 · VW $72.68i | $1,469,095 | SEC |
| 2025 Q3 | 15,760 | 0.11 | Add 42.75% | 0.03 | $69.36–73.52 · VW $71.82i | $1,157,416 | SEC |
| 2025 Q2 | 11,040 | 0.08 | Add 86.11% | 0.04 | $55.91–70.10 · VW $64.54i | $772,583 | SEC |
| 2025 Q1 | 5,932 | 0.04 | Add 11.34% | <0.01 | $62.67–69.69 · VW $66.73i | $383,766 | SEC |
| 2024 Q4 | 5,328 | 0.04 | Add 34.68% | 0.01 | $65.13–71.40 · VW $67.75i | $351,941 | SEC |
| 2024 Q3 | 3,956 | 0.03 | Add 11.37% | <0.01 | $58.91–256.12 · VW $79.95i | $260,943 | SEC |
| 2024 Q2 | 3,552 | 0.03 | $60.53 | $215,000 | SEC | ||
| 2024 Q1 | 3,552 | 0.03 | $62.49 | $221,960 | SEC | ||
| 2023 Q4 | 3,552 | 0.03 | Buy | 0.03 | $48.70–58.51 · VW $53.34i | $206,602 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.03 | $47.22–60.33 · VW $53.50i | SEC | |
| 2022 Q1 | 3,528 | 0.03 | $59.52 | $210,000 | SEC | ||
| 2021 Q4 | 3,528 | 0.03 | Add 1.38% | <0.01 | $58.92–65.38 · VW $62.47i | $225,000 | SEC |
| 2021 Q3 | 3,480 | 0.03 | $59.20 | $206,000 | SEC | ||
| 2021 Q2 | 3,480 | 0.03 | Buy | 0.03 | $55.65–59.70 · VW $57.93i | $206,000 | SEC |
Price snapshot:
Current price$80.84
Avg. buy price$69.81
+/- since buy15.80%
52-week low$68.37
52-week high$81.29