JIC
Joel Isaacson & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
35,810
+1,883
| +6% | +$107K | 0.08% | 109 |
|
|
2025
Q1 | $1.72M | Buy |
33,927
+979
| +3% | +$49.8K | 0.08% | 115 |
|
|
2024
Q4 | $1.58M | Buy |
32,948
+1,709
| +5% | +$81.7K | 0.07% | 114 |
|
|
2024
Q3 | $1.65M | Buy |
31,239
+3,035
| +11% | +$160K | 0.08% | 108 |
|
|
2024
Q2 | $1.39M | Buy |
28,204
+2,032
| +8% | +$100K | 0.07% | 109 |
|
|
2024
Q1 | $1.31M | Buy |
26,172
+3,107
| +13% | +$156K | 0.07% | 113 |
|
|
2023
Q4 | $1.1M | Sell |
23,065
-130
| -0.6% | -$6.23K | 0.07% | 116 |
|
|
2023
Q3 | $1.01M | Buy |
23,195
+3,128
| +16% | +$137K | 0.07% | 115 |
|
|
2023
Q2 | $927K | Buy |
20,067
+2,144
| +12% | +$99K | 0.06% | 128 |
|
|
2023
Q1 | $810K | Buy |
17,923
+4,158
| +30% | +$188K | 0.06% | 134 |
|
|
2022
Q4 | $578K | Sell |
13,765
-1,043
| -7% | -$43.8K | 0.04% | 160 |
|
|
2022
Q3 | $538K | Buy |
14,808
+1,044
| +8% | +$37.9K | 0.05% | 155 |
|
|
2022
Q2 | $562K | Sell |
13,764
-16,580
| -55% | -$677K | 0.05% | 152 |
|
|
2022
Q1 | $1.42M | Sell |
30,344
-3,716
| -11% | -$174K | 0.1% | 88 |
|
|
2021
Q4 | $1.74M | Buy |
34,060
+6,193
| +22% | +$316K | 0.12% | 83 |
|
|
2021
Q3 | $1.41M | Buy |
27,867
+5,539
| +25% | +$280K | 0.11% | 90 |
|
|
2021
Q2 | $1.15M | Buy |
22,328
+15,677
| +236% | +$807K | 0.09% | 97 |
|
|
2021
Q1 | $327K | Sell |
6,651
-34
| -0.5% | -$1.67K | 0.03% | 206 |
|
|
2020
Q4 | $316K | Buy |
6,685
+31
| +0.5% | +$1.47K | 0.03% | 193 |
|
|
2020
Q3 | $272K | Buy |
+6,654
| New | +$272K | 0.04% | 183 |
|
|
2020
Q1 | – | Sell |
-8,460
| Closed | -$373K | – | 212 |
|
|
2019
Q4 | $373K | Buy |
8,460
+235
| +3% | +$10.4K | 0.05% | 153 |
|
|
2019
Q3 | $338K | Buy |
8,225
+23
| +0.3% | +$945 | 0.05% | 152 |
|
|
2019
Q2 | $342K | Sell |
8,202
-542
| -6% | -$22.6K | 0.05% | 153 |
|
|
2019
Q1 | $357K | Buy |
+8,744
| New | +$357K | 0.05% | 157 |
|
|
2017
Q1 | – | Sell |
-2,858
| Closed | -$104K | – | 515 |
|
|
2016
Q4 | $104K | Buy |
2,858
+23
| +0.8% | +$837 | 0.02% | 219 |
|
|
2016
Q3 | $106K | Sell |
2,835
-562
| -17% | -$21K | 0.02% | 230 |
|
|
2016
Q2 | $120K | Buy |
3,397
+1,875
| +123% | +$66.2K | 0.03% | 212 |
|
|
2016
Q1 | $55K | Buy |
1,522
+7
| +0.5% | +$253 | 0.01% | 319 |
|
|
2015
Q4 | $56K | Sell |
1,515
-960
| -39% | -$35.5K | 0.01% | 313 |
|
|
2015
Q3 | $88K | Buy |
2,475
+1,441
| +139% | +$51.2K | 0.02% | 247 |
|
|
2015
Q2 | $41K | Buy |
1,034
+975
| +1,653% | +$38.7K | 0.01% | 391 |
|
|
2015
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 659 |
|