David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard S&P 500 ETF (VOO)
← All VOO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 30,455 | 1.67 | Add 8.05% | 0.12 | $578.46–641.81 · VW $618.69i | $18,198,307 | SEC |
| 2025 Q4 | 28,186 | 1.59 | Add 3.24% | 0.05 | $598.38–636.08 · VW $622.98i | $17,676,652 | SEC |
| 2025 Q3 | 27,302 | 1.55 | Add 11.69% | 0.16 | $565.80–615.26 · VW $592.14i | $16,719,203 | SEC |
| 2025 Q2 | 24,444 | 1.40 | Add 9.34% | 0.12 | $442.80–569.15 · VW $520.60i | $13,885,351 | SEC |
| 2025 Q1 | 22,355 | 1.27 | Add 11.17% | 0.13 | $502.64–563.92 · VW $535.97i | $11,488,843 | SEC |
| 2024 Q4 | 20,109 | 1.18 | Add 4.10% | 0.05 | $519.58–559.96 · VW $539.54i | $10,834,728 | SEC |
| 2024 Q3 | 19,317 | 1.13 | Add 9.54% | 0.10 | $468.89–529.92 · VW $509.94i | $10,193,140 | SEC |
| 2024 Q2 | 17,634 | 1.05 | Reduce 4.52% | 0.05 | $453.90–505.74 · VW $478.53i | $8,819,000 | SEC |
| 2024 Q1 | 18,468 | 1.06 | Add 26.79% | 0.22 | $428.64–483.24 · VW $458.82i | $8,877,437 | SEC |
| 2023 Q4 | 14,566 | 0.81 | Add 9.35% | 0.07 | $375.95–438.84 · VW $408.12i | $6,362,215 | SEC |
| 2023 Q3 | 13,320 | 0.75 | Reduce 10.72% | 0.09 | $389.45–422.15 · VW $408.11i | $5,230,735 | SEC |
| 2023 Q2 | 14,920 | 0.84 | Add 14.40% | 0.11 | $370.92–408.76 · VW $387.66i | $6,076,577 | SEC |
| 2023 Q1 | 13,042 | 0.71 | Add 4.37% | 0.03 | $347.19–384.41 · VW $367.49i | $4,904,667 | SEC |
| 2022 Q4 | 12,496 | 0.66 | Add 24.36% | 0.13 | $319.87–377.19 · VW $354.22i | $4,390,407 | SEC |
| 2022 Q3 | 10,048 | 0.54 | Add 1.60% | <0.01 | $328.12–396.89 · VW $360.47i | $3,299,000 | SEC |
| 2022 Q2 | 9,890 | 0.53 | Add 9.04% | 0.04 | $334.24–420.82 · VW $373.70i | $3,431,000 | SEC |
| 2022 Q1 | 9,070 | 0.51 | Add 14.10% | 0.06 | $377.50–441.26 · VW $407.44i | $3,766,000 | SEC |
| 2021 Q4 | 7,949 | 0.45 | Add 23.62% | 0.09 | $391.96–440.36 · VW $423.32i | $3,470,000 | SEC |
| 2021 Q3 | 6,430 | 0.36 | Buy | 0.36 | $387.93–417.44 · VW $403.71i | $2,536,000 | SEC |
Price snapshot:
Current price$688.50
Avg. buy price$479.31
+/- since buy43.64%
52-week low$561.54
52-week high$697.12