JIC
Joel Isaacson & Co’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6M | Buy |
132,618
+9,744
| +8% | +$3.86M | 2.14% | 10 |
|
|
2025
Q1 | $41.1M | Buy |
122,874
+4,791
| +4% | +$1.6M | 1.86% | 12 |
|
|
2024
Q4 | $43.2M | Buy |
118,083
+4,222
| +4% | +$1.55M | 1.95% | 12 |
|
|
2024
Q3 | $39.3M | Buy |
113,861
+4,426
| +4% | +$1.53M | 1.87% | 12 |
|
|
2024
Q2 | $36.5M | Buy |
109,435
+6,467
| +6% | +$2.16M | 1.92% | 11 |
|
|
2024
Q1 | $31.4M | Buy |
102,968
+6,207
| +6% | +$1.89M | 1.72% | 13 |
|
|
2023
Q4 | $26.2M | Buy |
96,761
+6,227
| +7% | +$1.69M | 1.61% | 13 |
|
|
2023
Q3 | $22.3M | Buy |
90,534
+8,310
| +10% | +$2.05M | 1.53% | 13 |
|
|
2023
Q2 | $20.9M | Buy |
82,224
+5,384
| +7% | +$1.37M | 1.4% | 14 |
|
|
2023
Q1 | $17.7M | Buy |
76,840
+11,950
| +18% | +$2.75M | 1.27% | 14 |
|
|
2022
Q4 | $13.7M | Buy |
64,890
+6,612
| +11% | +$1.39M | 1.05% | 15 |
|
|
2022
Q3 | $12.2M | Buy |
58,278
+10,362
| +22% | +$2.16M | 1.05% | 15 |
|
|
2022
Q2 | $10.4M | Buy |
47,916
+1,544
| +3% | +$336K | 0.88% | 19 |
|
|
2022
Q1 | $12M | Buy |
46,372
+3,357
| +8% | +$871K | 0.88% | 18 |
|
|
2021
Q4 | $13M | Buy |
43,015
+4,264
| +11% | +$1.29M | 0.89% | 20 |
|
|
2021
Q3 | $10.3M | Buy |
38,751
+4,472
| +13% | +$1.19M | 0.78% | 22 |
|
|
2021
Q2 | $8.99M | Buy |
34,279
+4,315
| +14% | +$1.13M | 0.7% | 23 |
|
|
2021
Q1 | $7.04M | Buy |
29,964
+8,700
| +41% | +$2.04M | 0.62% | 24 |
|
|
2020
Q4 | $4.89M | Buy |
21,264
+6,019
| +39% | +$1.38M | 0.48% | 26 |
|
|
2020
Q3 | $3.18M | Buy |
15,245
+11,965
| +365% | +$2.49M | 0.41% | 27 |
|
|
2020
Q2 | $613K | Buy |
+3,280
| New | +$613K | 0.09% | 103 |
|