Joel Isaacson & Co’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$527K	Buy	1,468 +7	+0.5%	+$2.7K	0.02%	270
2025 Q4	$576K	Buy	1,461 +3	+0.2%	+$1.17K	0.02%	264
2025 Q3	$578K	Buy	1,458 +2	+0.1%	+$762	0.02%	248
2025 Q2	$527K	Buy	1,456 +3	+0.2%	+$1.02K	0.02%	248
2025 Q1	$473K	Buy	1,453 +3	+0.2%	+$1.09K	0.02%	245
2024 Q4	$544K	Buy	1,450 +6	+0.4%	+$2.17K	0.02%	218
2024 Q3	$492K	Buy	1,444 +3	+0.2%	+$958	0.02%	218
2024 Q2	$450K	Hold	1,441	–	–	0.02%	232
2024 Q1	$458K	Buy	1,441 +3	+0.2%	+$915	0.03%	222
2023 Q4	$438K	Buy	1,438 +7	+0.5%	+$1.95K	0.03%	207
2023 Q3	$386K	Buy	1,431 +3	+0.2%	+$851	0.03%	217
2023 Q2	$405K	Hold	1,428	–	–	0.03%	213
2023 Q1	$361K	Buy	1,428 +4	+0.3%	+$974	0.03%	227
2022 Q4	$312K	Buy	1,424 +7	+0.5%	+$1.64K	0.02%	238
2022 Q3	$333K	Hold	1,417	–	–	0.03%	209
2022 Q2	$322K	Buy	1,417 +3	+0.2%	+$784	0.03%	222
2022 Q1	$418K	Buy	1,414 +2	+0.1%	+$609	0.03%	202
2021 Q4	$481K	Buy	1,412 +10	+0.7%	+$3.36K	0.03%	190
2021 Q3	$435K	Hold	1,402	–	–	0.03%	200
2021 Q2	$440K	Buy	1,402 +2	+0.1%	+$613	0.03%	192
2021 Q1	$414K	Hold	1,400	–	–	0.04%	180
2020 Q4	$385K	Hold	1,400	–	–	0.04%	174
2020 Q3	$328K	Hold	1,400	–	–	0.04%	169
2020 Q2	$280K	Hold	1,400	–	–	0.04%	168
2020 Q1	$203K	Hold	1,400	–	–	0.04%	180
2019 Q4	$265K	Hold	1,400	–	–	0.03%	181
2019 Q3	$252K	Hold	1,400	–	–	0.04%	179
2019 Q2	$251K	Hold	1,400	–	–	0.04%	180
2019 Q1	$241K	Hold	1,400	–	–	0.04%	190
2018 Q4	$224K	Hold	1,400	–	–	0.04%	203
2018 Q3	$253K	Hold	1,400	–	–	0.04%	171
2018 Q2	$237K	Hold	1,400	–	–	0.04%	174
2018 Q1	$222K	Hold	1,400	–	–	0.04%	177
2017 Q4	$218K	Hold	1,400	–	–	0.04%	180
2017 Q3	$201K	Buy	+1,400	New	+$199K	0.04%	179
2017 Q1	–	Sell	-1,400	Closed	-$180K	–	514
2016 Q4	$180K	Hold	1,400	–	–	0.04%	162
2016 Q3	$176K	Hold	1,400	–	–	0.04%	175
2016 Q2	$171K	Hold	1,400	–	–	0.04%	176
2016 Q1	$174K	Hold	1,400	–	–	0.04%	182
2015 Q4	$172K	Hold	1,400	–	–	0.04%	167
2015 Q3	$165K	Hold	1,400	–	–	0.04%	166
2015 Q2	$174K	Hold	1,400	–	–	0.04%	183
2015 Q1	$171K	Hold	1,400	–	–	0.04%	191
2014 Q4	$164K	Hold	1,400	–	–	0.04%	175
2014 Q3	$152K	Hold	1,400	–	–	0.05%	156
2014 Q2	$153K	Hold	1,400	–	–	0.05%	158
2014 Q1	$148K	Buy	+1,400	New	+$148K	0.05%	155