JIC
Joel Isaacson & Co’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
39,118
+2,478
| +7% | +$1.41M | 0.9% | 21 |
|
|
2025
Q1 | $18.8M | Buy |
36,640
+1,447
| +4% | +$744K | 0.85% | 21 |
|
|
2024
Q4 | $19M | Buy |
35,193
+6,610
| +23% | +$3.56M | 0.85% | 20 |
|
|
2024
Q3 | $15.1M | Buy |
28,583
+4,292
| +18% | +$2.26M | 0.72% | 21 |
|
|
2024
Q2 | $12.1M | Buy |
24,291
+905
| +4% | +$453K | 0.64% | 21 |
|
|
2024
Q1 | $11.2M | Buy |
23,386
+2,874
| +14% | +$1.38M | 0.62% | 22 |
|
|
2023
Q4 | $8.96M | Buy |
20,512
+2,090
| +11% | +$913K | 0.55% | 25 |
|
|
2023
Q3 | $7.23M | Buy |
18,422
+1,519
| +9% | +$597K | 0.5% | 25 |
|
|
2023
Q2 | $6.88M | Buy |
16,903
+538
| +3% | +$219K | 0.46% | 26 |
|
|
2023
Q1 | $6.15M | Buy |
16,365
+553
| +3% | +$208K | 0.44% | 27 |
|
|
2022
Q4 | $5.56M | Buy |
15,812
+3,131
| +25% | +$1.1M | 0.43% | 28 |
|
|
2022
Q3 | $4.16M | Buy |
12,681
+3,953
| +45% | +$1.3M | 0.36% | 34 |
|
|
2022
Q2 | $3.03M | Buy |
8,728
+1,941
| +29% | +$673K | 0.25% | 41 |
|
|
2022
Q1 | $2.73M | Buy |
6,787
+13
| +0.2% | +$5.23K | 0.2% | 52 |
|
|
2021
Q4 | $2.96M | Sell |
6,774
-315
| -4% | -$138K | 0.2% | 52 |
|
|
2021
Q3 | $2.8M | Buy |
7,089
+78
| +1% | +$30.8K | 0.21% | 49 |
|
|
2021
Q2 | $2.76M | Sell |
7,011
-378
| -5% | -$149K | 0.21% | 47 |
|
|
2021
Q1 | $2.69M | Hold |
7,389
| – | – | 0.24% | 42 |
|
|
2020
Q4 | $2.54M | Buy |
7,389
+238
| +3% | +$81.8K | 0.25% | 42 |
|
|
2020
Q3 | $2.2M | Buy |
7,151
+32
| +0.4% | +$9.85K | 0.29% | 38 |
|
|
2020
Q2 | $2.02M | Buy |
7,119
+589
| +9% | +$167K | 0.29% | 38 |
|
|
2020
Q1 | $1.55M | Buy |
6,530
+2,941
| +82% | +$697K | 0.27% | 42 |
|
|
2019
Q4 | $1.06M | Buy |
3,589
+31
| +0.9% | +$9.17K | 0.14% | 71 |
|
|
2019
Q3 | $970K | Sell |
3,558
-488
| -12% | -$133K | 0.14% | 73 |
|
|
2019
Q2 | $1.09M | Sell |
4,046
-734
| -15% | -$198K | 0.16% | 67 |
|
|
2019
Q1 | $1.24M | Buy |
4,780
+8
| +0.2% | +$2.08K | 0.18% | 69 |
|
|
2018
Q4 | $1.14M | Buy |
4,772
+721
| +18% | +$171K | 0.18% | 67 |
|
|
2018
Q3 | $1.08M | Sell |
4,051
-37
| -0.9% | -$9.88K | 0.17% | 58 |
|
|
2018
Q2 | $1.02M | Buy |
4,088
+361
| +10% | +$90.1K | 0.17% | 62 |
|
|
2018
Q1 | $902K | Buy |
3,727
+12
| +0.3% | +$2.9K | 0.16% | 68 |
|
|
2017
Q4 | $911K | Sell |
3,715
-441
| -11% | -$108K | 0.16% | 67 |
|
|
2017
Q3 | $959K | Buy |
4,156
+118
| +3% | +$27.2K | 0.18% | 63 |
|
|
2017
Q2 | $897K | Buy |
4,038
+244
| +6% | +$54.2K | 0.17% | 60 |
|
|
2017
Q1 | $821K | Buy |
3,794
+408
| +12% | +$88.3K | 0.16% | 61 |
|
|
2016
Q4 | $695K | Buy |
3,386
+515
| +18% | +$106K | 0.14% | 67 |
|
|
2016
Q3 | $570K | Buy |
2,871
+934
| +48% | +$185K | 0.12% | 79 |
|
|
2016
Q2 | $372K | Buy |
1,937
+353
| +22% | +$67.8K | 0.08% | 114 |
|
|
2016
Q1 | $299K | Sell |
1,584
-1,465
| -48% | -$277K | 0.07% | 139 |
|
|
2015
Q4 | $570K | Buy |
3,049
+1,196
| +65% | +$224K | 0.14% | 71 |
|
|
2015
Q3 | $326K | Buy |
1,853
+603
| +48% | +$106K | 0.09% | 106 |
|
|
2015
Q2 | $236K | Buy |
1,250
+95
| +8% | +$17.9K | 0.06% | 143 |
|
|
2015
Q1 | $218K | Buy |
+1,155
| New | +$218K | 0.06% | 155 |
|