JIC
Joel Isaacson & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
14,577
+1,296
| +10% | +$102K | 0.05% | 158 |
|
|
2025
Q1 | $1.04M | Sell |
13,281
-30
| -0.2% | -$2.35K | 0.05% | 154 |
|
|
2024
Q4 | $1.03M | Buy |
13,311
+72
| +0.5% | +$5.56K | 0.05% | 148 |
|
|
2024
Q3 | $1.04M | Buy |
13,239
+39
| +0.3% | +$3.07K | 0.05% | 139 |
|
|
2024
Q2 | $1.01M | Sell |
13,200
-1,273
| -9% | -$97.6K | 0.05% | 134 |
|
|
2024
Q1 | $1.11M | Sell |
14,473
-1,641
| -10% | -$126K | 0.06% | 128 |
|
|
2023
Q4 | $1.24M | Sell |
16,114
-216
| -1% | -$16.6K | 0.08% | 107 |
|
|
2023
Q3 | $1.23M | Buy |
16,330
+35
| +0.2% | +$2.63K | 0.08% | 101 |
|
|
2023
Q2 | $1.23M | Sell |
16,295
-21
| -0.1% | -$1.59K | 0.08% | 105 |
|
|
2023
Q1 | $1.25M | Buy |
16,316
+4,679
| +40% | +$358K | 0.09% | 98 |
|
|
2022
Q4 | $876K | Sell |
11,637
-1,037
| -8% | -$78.1K | 0.07% | 123 |
|
|
2022
Q3 | $948K | Sell |
12,674
-293
| -2% | -$21.9K | 0.08% | 110 |
|
|
2022
Q2 | $996K | Buy |
12,967
+5
| +0% | +$384 | 0.08% | 100 |
|
|
2022
Q1 | $1M | Sell |
12,962
-2,568
| -17% | -$199K | 0.07% | 111 |
|
|
2021
Q4 | $1.26M | Buy |
15,530
+63
| +0.4% | +$5.09K | 0.09% | 102 |
|
|
2021
Q3 | $1.27M | Buy |
15,467
+511
| +3% | +$41.9K | 0.1% | 96 |
|
|
2021
Q2 | $1.23M | Buy |
14,956
+12
| +0.1% | +$986 | 0.1% | 89 |
|
|
2021
Q1 | $1.23M | Buy |
14,944
+2,008
| +16% | +$165K | 0.11% | 83 |
|
|
2020
Q4 | $1.07M | Buy |
12,936
+3,019
| +30% | +$250K | 0.11% | 88 |
|
|
2020
Q3 | $824K | Buy |
9,917
+815
| +9% | +$67.7K | 0.11% | 90 |
|
|
2020
Q2 | $757K | Buy |
9,102
+127
| +1% | +$10.6K | 0.11% | 89 |
|
|
2020
Q1 | $738K | Buy |
8,975
+12
| +0.1% | +$987 | 0.13% | 78 |
|
|
2019
Q4 | $722K | Buy |
8,963
+633
| +8% | +$51K | 0.09% | 93 |
|
|
2019
Q3 | $673K | Buy |
8,330
+1,799
| +28% | +$145K | 0.1% | 91 |
|
|
2019
Q2 | $526K | Buy |
6,531
+420
| +7% | +$33.8K | 0.08% | 121 |
|
|
2019
Q1 | $486K | Buy |
6,111
+611
| +11% | +$48.6K | 0.07% | 139 |
|
|
2018
Q4 | $432K | Buy |
5,500
+21
| +0.4% | +$1.65K | 0.07% | 146 |
|
|
2018
Q3 | $428K | Buy |
5,479
+15
| +0.3% | +$1.17K | 0.07% | 137 |
|
|
2018
Q2 | $427K | Buy |
5,464
+594
| +12% | +$46.4K | 0.07% | 133 |
|
|
2018
Q1 | $382K | Buy |
4,870
+232
| +5% | +$18.2K | 0.07% | 137 |
|
|
2017
Q4 | $367K | Buy |
4,638
+12
| +0.3% | +$950 | 0.06% | 136 |
|
|
2017
Q3 | $369K | Buy |
4,626
+611
| +15% | +$48.7K | 0.07% | 130 |
|
|
2017
Q2 | $321K | Buy |
4,015
+10
| +0.2% | +$800 | 0.06% | 136 |
|
|
2017
Q1 | $319K | Buy |
4,005
+3,205
| +401% | +$255K | 0.06% | 131 |
|
|
2016
Q4 | $64K | Hold |
800
| – | – | 0.01% | 270 |
|
|
2016
Q3 | $65K | Hold |
800
| – | – | 0.01% | 288 |
|
|
2016
Q2 | $65K | Hold |
800
| – | – | 0.01% | 287 |
|
|
2016
Q1 | $65K | Hold |
800
| – | – | 0.01% | 299 |
|
|
2015
Q4 | $64K | Hold |
800
| – | – | 0.02% | 295 |
|
|
2015
Q3 | $64K | Buy |
800
+791
| +8,789% | +$63.3K | 0.02% | 292 |
|
|
2015
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 728 |
|
|
2015
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 675 |
|