Matrix Asset Advisors Inc – VO history
- Issuer:
- VANGUARD INDEX FDS
- Quarters tracked:
- 9 (Q4 2024 → Q1 2026)
- Current shares:
- 7,684
- Current value:
- $2.21M
- Peak shares:
- 7,684 (Q1 2026)
- Overall change:
- +477%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 7,684 | $2.21M | $287.22 | +7,684 | +100% |
| Q4 2025 | SOLD | — | — | 0 | -100% |
| Q3 2025 | SOLD | — | — | -2,760 | -100% |
| Q2 2025 | 2,760 | $773K | $280.07 | +2,760 | +100% |
| Q2 2025 | SOLD | — | — | 0 | -100% |
| Q1 2025 | SOLD | — | — | -1,483 | -100% |
| Q1 2025 | 1,483 | $384K | $258.93 | +1,483 | +100% |
| Q4 2024 | SOLD | — | — | -1,332 | -100% |
| Q4 2024 | 1,332 | $352K | $264.26 | — | NEW |