Matrix Asset Advisors Inc – VTI history
- Issuer:
- VANGUARD INDEX FDS
- Quarters tracked:
- 13 (Q4 2023 → Q1 2026)
- Current shares:
- 3,134
- Current value:
- $1.00M
- Peak shares:
- 3,417 (Q4 2024)
- Overall change:
- +191%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 3,134 | $1.00M | $320.68 | +1,986 | +173% |
| Q4 2025 | 1,148 | $296K | $257.84 | +1 | 0% |
| Q3 2025 | 1,147 | $292K | $254.58 | -1,987 | -63% |
| Q2 2025 | 3,134 | $953K | $304.08 | +1,987 | +173% |
| Q2 2025 | 1,147 | $272K | $237.14 | -22 | -2% |
| Q1 2025 | 1,169 | $259K | $221.56 | -1,915 | -62% |
| Q1 2025 | 3,084 | $848K | $274.97 | +1,915 | +164% |
| Q4 2024 | 1,169 | $281K | $240.38 | -2,248 | -66% |
| Q4 2024 | 3,417 | $990K | $289.73 | +2,249 | +193% |
| Q3 2024 | 1,168 | $277K | $237.16 | +90 | +8% |
| Q2 2024 | 1,078 | $235K | $218.00 | 0 | 0% |
| Q1 2024 | 1,078 | $246K | $228.20 | 0 | 0% |
| Q4 2023 | 1,078 | $230K | $213.36 | — | NEW |