Matrix Asset Advisors IncVEA history

Issuer:
VANGUARD TAX-MANAGED FDS
Quarters tracked:
22 (Q1 2021Q2 2026)
Current shares:
280,863
Current value:
$20.01M
Peak shares:
280,863 (Q2 2026)
Overall change:
+4089%
QuarterSharesValue$/ShareShare ΔΔ%
Q2 2026280,863$20.01M$71.25+19,967+8%
Q1 2026260,896$16.72M$64.08+26,042+11%
Q4 2025234,854$14.67M$62.47+14,550+7%
Q3 2025220,304$13.20M$59.92+11,509+6%
Q2 2025208,795$11.90M$57.01-1,336-1%
Q1 2025210,131$10.68M$50.83+2,950+1%
Q4 2024207,181$9.91M$47.82+26,774+15%
Q3 2024180,407$9.53M$52.81+21,616+14%
Q2 2024158,791$7.85M$49.42+18,511+13%
Q1 2024140,280$7.04M$50.17+18,154+15%
Q4 2023122,126$5.85M$47.90+3,458+3%
Q3 2023118,668$5.19M$43.72+18,827+19%
Q2 202399,841$4.61M$46.18+16,050+19%
Q1 202383,791$3.79M$45.17+4,320+5%
Q4 202279,471$3.33M$41.96+23,410+42%
Q3 202256,061$2.04M$36.35-1,689-3%
Q2 202257,750$2.36M$40.80+3,597+7%
Q1 202254,153$2.60M$48.03+4,636+9%
Q4 202149,517$2.53M$51.05+15,801+47%
Q3 202133,716$1.70M$50.48+18,626+123%
Q2 202115,090$777K$51.49+8,386+125%
Q1 20216,704$329K$49.08NEW