Joel Isaacson & Co’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Buy |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $101M | Buy |
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|
2024
Q3 | $96M | Buy |
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|
2024
Q2 | $85.2M | Buy |
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|
2024
Q1 | $84M | Buy |
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|
2023
Q4 | $75.5M | Buy |
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|
2023
Q3 | $66.5M | Buy |
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|
2023
Q2 | $69.3M | Buy |
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|
2023
Q1 | $64.7M | Buy |
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|
2022
Q4 | $61.6M | Buy |
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|
2022
Q3 | $56.2M | Sell |
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|
2022
Q2 | $58.9M | Sell |
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|
2022
Q1 | $70.7M | Buy |
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|
2021
Q4 | $76M | Buy |
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|
2021
Q3 | $70M | Buy |
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|
2021
Q2 | $69.6M | Buy |
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|
2021
Q1 | $64.4M | Buy |
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|
2020
Q4 | $55.7M | Buy |
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|
2020
Q3 | $46.9M | Buy |
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|
2020
Q2 | $43.4M | Buy |
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|
2020
Q1 | $34.3M | Buy |
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|
2019
Q4 | $45.8M | Buy |
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|
2019
Q3 | $42.2M | Buy |
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|
2019
Q2 | $42.1M | Buy |
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|
2019
Q1 | $39.4M | Buy |
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|
2018
Q4 | $35.4M | Buy |
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|
2018
Q3 | $38.8M | Buy |
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|
2018
Q2 | $36.3M | Buy |
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|
2018
Q1 | $35M | Buy |
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|
2017
Q4 | $34.8M | Buy |
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|
2017
Q3 | $33.1M | Sell |
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|
2017
Q2 | $32.5M | Buy |
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|
2017
Q1 | $30.9M | Buy |
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|
2016
Q4 | $28.6M | Buy |
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|
2016
Q3 | $27.9M | Buy |
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|
2016
Q2 | $25.7M | Sell |
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|
2016
Q1 | $26.1M | Buy |
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|
2015
Q4 | $24.8M | Buy |
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|
2015
Q3 | $20.7M | Buy |
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|
2015
Q2 | $17.8M | Buy |
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|
2015
Q1 | $15.2M | Buy |
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|
2014
Q4 | $13M | Buy |
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|
2014
Q3 | $8.95M | Buy |
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|
2014
Q2 | $7.88M | Buy |
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|
2014
Q1 | $7.16M | Buy |
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|
2013
Q4 | $5.88M | Buy |
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|
2013
Q3 | $4.64M | Buy |
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|
2013
Q2 | $2.74M | Buy |
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