Joel Isaacson & Co’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
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|
2025
Q1 | $18.8M | Buy |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $15.1M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $8.96M | Buy |
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|
2023
Q3 | $7.23M | Buy |
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|
2023
Q2 | $6.88M | Buy |
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|
2023
Q1 | $6.15M | Buy |
|
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $4.16M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.96M | Sell |
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|
2021
Q3 | $2.8M | Buy |
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|
2021
Q2 | $2.76M | Sell |
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|
2021
Q1 | $2.69M | Hold |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.55M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $970K | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $902K | Buy |
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|
2017
Q4 | $911K | Sell |
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|
2017
Q3 | $959K | Buy |
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|
2017
Q2 | $897K | Buy |
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|
2017
Q1 | $821K | Buy |
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|
2016
Q4 | $695K | Buy |
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|
2016
Q3 | $570K | Buy |
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|
2016
Q2 | $372K | Buy |
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|
2016
Q1 | $299K | Sell |
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|
2015
Q4 | $570K | Buy |
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|
2015
Q3 | $326K | Buy |
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|
2015
Q2 | $236K | Buy |
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|
2015
Q1 | $218K | Buy |
|