JIC
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Joel Isaacson & Co’s Vanguard US Value Factor ETF VFVA Stock Holding History

Joel Isaacson & Co’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,777
Closed -$212K – 356
2024
Q1 		$212K Sell
1,777
-250
-12% -$29.8K 0.01% 315
2023
Q4 		$228K Buy
+2,027
New +$228K 0.01% 285