Joel Isaacson & Co’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.56M	Buy
2025 Q2	$1.46M	Buy
2025 Q1	$1.05M	Buy
2024 Q4	$1.05M	Sell
2024 Q3	$1.09M	Buy
2024 Q2	$295K	Hold
2024 Q1	$305K	Buy
2022 Q3	–	Sell
2022 Q2	$560K	Buy