JIC
Joel Isaacson & Co’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Buy |
422,165
+23,802
| +6% | +$6.66M | 4.8% | 5 |
|
|
2025
Q1 | $103M | Buy |
398,363
+16,723
| +4% | +$4.32M | 4.67% | 5 |
|
|
2024
Q4 | $101M | Buy |
381,640
+17,786
| +5% | +$4.7M | 4.54% | 6 |
|
|
2024
Q3 | $96M | Buy |
363,854
+11,942
| +3% | +$3.15M | 4.58% | 5 |
|
|
2024
Q2 | $85.2M | Buy |
351,912
+15,672
| +5% | +$3.79M | 4.47% | 6 |
|
|
2024
Q1 | $84M | Buy |
336,240
+11,577
| +4% | +$2.89M | 4.61% | 5 |
|
|
2023
Q4 | $75.5M | Buy |
324,663
+5,384
| +2% | +$1.25M | 4.64% | 5 |
|
|
2023
Q3 | $66.5M | Buy |
319,279
+4,632
| +1% | +$965K | 4.55% | 6 |
|
|
2023
Q2 | $69.3M | Buy |
314,647
+8,011
| +3% | +$1.76M | 4.64% | 6 |
|
|
2023
Q1 | $64.7M | Buy |
306,636
+4,354
| +1% | +$918K | 4.65% | 5 |
|
|
2022
Q4 | $61.6M | Buy |
302,282
+3,560
| +1% | +$726K | 4.74% | 4 |
|
|
2022
Q3 | $56.2M | Sell |
298,722
-485
| -0.2% | -$91.2K | 4.85% | 5 |
|
|
2022
Q2 | $58.9M | Sell |
299,207
-5,586
| -2% | -$1.1M | 4.95% | 5 |
|
|
2022
Q1 | $70.7M | Buy |
304,793
+6,497
| +2% | +$1.51M | 5.2% | 4 |
|
|
2021
Q4 | $76M | Buy |
298,296
+2,458
| +0.8% | +$626K | 5.22% | 3 |
|
|
2021
Q3 | $70M | Buy |
295,838
+2,464
| +0.8% | +$583K | 5.29% | 3 |
|
|
2021
Q2 | $69.6M | Buy |
293,374
+2,533
| +0.9% | +$601K | 5.42% | 3 |
|
|
2021
Q1 | $64.4M | Buy |
290,841
+21,641
| +8% | +$4.79M | 5.64% | 3 |
|
|
2020
Q4 | $55.7M | Buy |
269,200
+2,952
| +1% | +$610K | 5.45% | 3 |
|
|
2020
Q3 | $46.9M | Buy |
266,248
+1,734
| +0.7% | +$306K | 6.1% | 3 |
|
|
2020
Q2 | $43.4M | Buy |
264,514
+4,258
| +2% | +$698K | 6.17% | 3 |
|
|
2020
Q1 | $34.3M | Buy |
260,256
+3,109
| +1% | +$409K | 5.97% | 3 |
|
|
2019
Q4 | $45.8M | Buy |
257,147
+5,111
| +2% | +$911K | 6.02% | 3 |
|
|
2019
Q3 | $42.2M | Buy |
252,036
+219
| +0.1% | +$36.7K | 6.02% | 3 |
|
|
2019
Q2 | $42.1M | Buy |
251,817
+6,996
| +3% | +$1.17M | 6.13% | 3 |
|
|
2019
Q1 | $39.4M | Buy |
244,821
+1,208
| +0.5% | +$194K | 5.74% | 3 |
|
|
2018
Q4 | $35.4M | Buy |
243,613
+7,474
| +3% | +$1.08M | 5.6% | 4 |
|
|
2018
Q3 | $38.8M | Buy |
236,139
+5,905
| +3% | +$970K | 6.09% | 3 |
|
|
2018
Q2 | $36.3M | Buy |
230,234
+3,554
| +2% | +$560K | 6.08% | 3 |
|
|
2018
Q1 | $35M | Buy |
226,680
+1,646
| +0.7% | +$254K | 6.1% | 3 |
|
|
2017
Q4 | $34.8M | Buy |
225,034
+148
| +0.1% | +$22.9K | 6.04% | 4 |
|
|
2017
Q3 | $33.1M | Sell |
224,886
-3,375
| -1% | -$496K | 6.05% | 4 |
|
|
2017
Q2 | $32.5M | Buy |
228,261
+6,311
| +3% | +$899K | 6.15% | 4 |
|
|
2017
Q1 | $30.9M | Buy |
221,950
+4,703
| +2% | +$655K | 6.06% | 4 |
|
|
2016
Q4 | $28.6M | Buy |
217,247
+1,668
| +0.8% | +$220K | 5.75% | 4 |
|
|
2016
Q3 | $27.9M | Buy |
215,579
+7,364
| +4% | +$953K | 5.73% | 4 |
|
|
2016
Q2 | $25.7M | Sell |
208,215
-7,426
| -3% | -$918K | 5.48% | 4 |
|
|
2016
Q1 | $26.1M | Buy |
215,641
+8,971
| +4% | +$1.09M | 5.77% | 4 |
|
|
2015
Q4 | $24.8M | Buy |
206,670
+29,208
| +16% | +$3.51M | 6.1% | 3 |
|
|
2015
Q3 | $20.7M | Buy |
177,462
+37,502
| +27% | +$4.38M | 5.53% | 4 |
|
|
2015
Q2 | $17.8M | Buy |
139,960
+25,056
| +22% | +$3.19M | 4.57% | 4 |
|
|
2015
Q1 | $15.2M | Buy |
114,904
+9,527
| +9% | +$1.26M | 3.85% | 4 |
|
|
2014
Q4 | $13M | Buy |
105,377
+29,066
| +38% | +$3.59M | 3.5% | 5 |
|
|
2014
Q3 | $8.95M | Buy |
76,311
+9,947
| +15% | +$1.17M | 2.74% | 5 |
|
|
2014
Q2 | $7.88M | Buy |
66,364
+3,360
| +5% | +$399K | 2.47% | 5 |
|
|
2014
Q1 | $7.16M | Buy |
63,004
+9,577
| +18% | +$1.09M | 2.4% | 5 |
|
|
2013
Q4 | $5.88M | Buy |
53,427
+8,105
| +18% | +$892K | 2.13% | 5 |
|
|
2013
Q3 | $4.65M | Buy |
45,322
+16,521
| +57% | +$1.69M | 1.9% | 5 |
|
|
2013
Q2 | $2.74M | Buy |
+28,801
| New | +$2.74M | 1.29% | 11 |
|