David Katz - Matrix Asset Advisors Inc
Holding/activity history for Vanguard Bd Index Fds (BSV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.04 | SEC | ||
| 2021 Q1 | 3,217 | 0.04 | Add 1.10% | <0.01 | $82.06 | $264,000 | SEC |
| 2020 Q4 | 3,182 | 0.04 | Add 5.40% | <0.01 | $82.97 | $264,000 | SEC |
| 2020 Q3 | 3,019 | 0.05 | Add 1.92% | <0.01 | $83.14 | $251,000 | SEC |
| 2020 Q2 | 2,962 | 0.05 | Reduce 14.32% | <0.01 | $83.05 | $246,000 | SEC |
| 2020 Q1 | 3,457 | 0.06 | Reduce 5.86% | <0.01 | $82.15 | $284,000 | SEC |
| 2019 Q4 | 3,672 | 0.05 | Add 22.07% | <0.01 | $80.61 | $296,000 | SEC |
| 2019 Q3 | 3,008 | 0.04 | Buy | 0.04 | $80.78 | $243,000 | SEC |