Matrix Asset Advisors Inc – VB history
- Issuer:
- VANGUARD INDEX FDS
- Quarters tracked:
- 20 (Q1 2021 → Q2 2026)
- Current shares:
- 1,149
- Current value:
- $348K
- Peak shares:
- 1,169 (Q4 2024)
- Overall change:
- +13%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q2 2026 | 1,149 | $348K | $302.87 | 0 | 0% |
| Q1 2026 | 1,149 | $301K | $261.97 | +1 | 0% |
| Q4 2025 | 1,148 | $296K | $257.84 | +1 | 0% |
| Q3 2025 | 1,147 | $292K | $254.58 | 0 | 0% |
| Q2 2025 | 1,147 | $272K | $237.14 | -22 | -2% |
| Q1 2025 | 1,169 | $259K | $221.56 | 0 | 0% |
| Q4 2024 | 1,169 | $281K | $240.38 | +1 | 0% |
| 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 | +1 | 0% |
| Q3 2023 | 1,077 | $204K | $189.42 | 0 | 0% |
| Q2 2023 | 1,077 | $214K | $198.70 | +1 | 0% |
| Q1 2023 | 1,076 | $204K | $189.59 | +1,076 | +100% |
| Q2 2022 | SOLD | — | — | -1,038 | -100% |
| Q1 2022 | 1,038 | $221K | $212.91 | 0 | 0% |
| Q4 2021 | 1,038 | $235K | $226.40 | +19 | +2% |
| Q3 2021 | 1,019 | $223K | $218.84 | 0 | 0% |
| Q2 2021 | 1,019 | $230K | $225.71 | 0 | 0% |
| Q1 2021 | 1,019 | $218K | $213.94 | — | NEW |