JIC
Joel Isaacson & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
7,568
+369
| +5% | +$105K | 0.09% | 106 |
|
|
2025
Q1 | $1.76M | Sell |
7,199
-81
| -1% | -$19.8K | 0.08% | 113 |
|
|
2024
Q4 | $1.85M | Buy |
7,280
+393
| +6% | +$99.7K | 0.08% | 104 |
|
|
2024
Q3 | $1.68M | Buy |
6,887
+3,155
| +85% | +$768K | 0.08% | 107 |
|
|
2024
Q2 | $857K | Buy |
3,732
+215
| +6% | +$49.4K | 0.05% | 146 |
|
|
2024
Q1 | $829K | Sell |
3,517
-146
| -4% | -$34.4K | 0.05% | 153 |
|
|
2023
Q4 | $804K | Sell |
3,663
-113
| -3% | -$24.8K | 0.05% | 150 |
|
|
2023
Q3 | $736K | Buy |
3,776
+333
| +10% | +$64.9K | 0.05% | 143 |
|
|
2023
Q2 | $709K | Buy |
3,443
+131
| +4% | +$27K | 0.05% | 154 |
|
|
2023
Q1 | $645K | Buy |
3,312
+5
| +0.2% | +$974 | 0.05% | 155 |
|
|
2022
Q4 | $594K | Sell |
3,307
-94
| -3% | -$16.9K | 0.05% | 158 |
|
|
2022
Q3 | $580K | Sell |
3,401
-831
| -20% | -$142K | 0.05% | 147 |
|
|
2022
Q2 | $742K | Buy |
4,232
+2,525
| +148% | +$443K | 0.06% | 126 |
|
|
2022
Q1 | $361K | Buy |
+1,707
| New | +$361K | 0.03% | 226 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$21K | – | 526 |
|
|
2016
Q4 | $21K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2016
Q3 | $21K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2016
Q2 | $20K | Sell |
200
-110
| -35% | -$11K | ﹤0.01% | 466 |
|
|
2016
Q1 | $31K | Hold |
310
| – | – | 0.01% | 414 |
|
|
2015
Q4 | $31K | Hold |
310
| – | – | 0.01% | 399 |
|
|
2015
Q3 | $30K | Hold |
310
| – | – | 0.01% | 418 |
|
|
2015
Q2 | $33K | Buy |
310
+161
| +108% | +$17.1K | 0.01% | 424 |
|
|
2015
Q1 | $16K | Buy |
149
+39
| +35% | +$4.19K | ﹤0.01% | 527 |
|
|
2014
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 502 |
|
|
2014
Q3 | $11K | Hold |
110
| – | – | ﹤0.01% | 480 |
|
|
2014
Q2 | $11K | Hold |
110
| – | – | ﹤0.01% | 468 |
|
|
2014
Q1 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 474 |
|