David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Vanguard Emerging Markets Stock Index Fund (VWO)
← All VWO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 45,178 0.22 Add 5.97% 0.01 $52.20–59.09 · VW $56.02i $2,441,875 SEC
2025   Q4 42,633 0.21 Add 4.13% <0.01 $52.41–56.04 · VW $54.12i $2,291,954 SEC
2025   Q3 40,942 0.21 Add 1.11% <0.01 $49.36–54.86 · VW $51.59i $2,218,289 SEC
2025   Q2 40,492 0.20 Add 0.90% <0.01 $39.53–49.52 · VW $45.74i $2,002,736 SEC
2025   Q1 40,129 0.20 Reduce 7.16% 0.02 $42.25–46.88 · VW $44.77i $1,816,269 SEC
2024   Q4 43,225 0.21 Add 7.63% 0.01 $43.99–49.57 · VW $46.39i $1,903,635 SEC
2024   Q3 40,161 0.21 Add 7.02% 0.01 $40.91–48.60 · VW $44.75i $1,921,710 SEC
2024   Q2 37,528 0.20 Add 4.17% <0.01 $40.72–44.97 · VW $42.82i $1,642,000 SEC
2024   Q1 36,027 0.18 Add 8.47% 0.01 $38.83–42.24 · VW $40.63i $1,504,848 SEC
2023   Q4 33,214 0.17 Add 2.61% <0.01 $37.46–41.37 · VW $39.58i $1,365,091 SEC
2023   Q3 32,368 0.18 Add 6.43% 0.01 $38.87–43.10 · VW $40.84i $1,269,161 SEC
2023   Q2 30,412 0.17 Add 12.54% 0.02 $38.73–42.15 · VW $39.98i $1,237,174 SEC
2023   Q1 27,024 0.16 Add 2.45% <0.01 $38.11–43.22 · VW $40.63i $1,091,757 SEC
2022   Q4 26,379 0.15 Buy 0.15 $34.88–40.92 · VW $38.13i $1,028,238 SEC
2022   Q3 0 0.00 Sell 100.00% 0.04 $36.21–42.70 · VW $39.98i SEC
2022   Q2 5,477 0.04 Add 19.12% <0.01 $40.02–47.92 · VW $43.23i $228,000 SEC
2022   Q1 4,598 0.03 Buy 0.03 $41.97–51.26 · VW $47.39i $212,000 SEC
Price snapshot:
Current price$58.79
Avg. buy price$41.91
+/- since buy40.28%
52-week low$48.11
52-week high$61.52