Joel Isaacson & Co’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Joel Isaacson & Co’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$288K	Buy
2025 Q2	$240K	Buy
2025 Q1	$225K	Buy
2024 Q4	$239K	Buy
2024 Q3	$238K	Buy