JIC
Joel Isaacson & Co’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Buy |
62,141
+2,260
| +4% | +$290K | 0.32% | 40 |
|
|
2025
Q1 | $6.94M | Buy |
59,881
+2,340
| +4% | +$271K | 0.31% | 39 |
|
|
2024
Q4 | $6.76M | Sell |
57,541
-53
| -0.1% | -$6.23K | 0.3% | 40 |
|
|
2024
Q3 | $6.89M | Buy |
57,594
+2,567
| +5% | +$307K | 0.33% | 38 |
|
|
2024
Q2 | $6.2M | Buy |
55,027
+2,292
| +4% | +$258K | 0.33% | 38 |
|
|
2024
Q1 | $5.83M | Buy |
52,735
+77
| +0.1% | +$8.51K | 0.32% | 37 |
|
|
2023
Q4 | $5.42M | Buy |
52,658
+121
| +0.2% | +$12.4K | 0.33% | 36 |
|
|
2023
Q3 | $4.9M | Buy |
52,537
+4,939
| +10% | +$460K | 0.33% | 36 |
|
|
2023
Q2 | $4.62M | Buy |
47,598
+654
| +1% | +$63.4K | 0.31% | 36 |
|
|
2023
Q1 | $4.32M | Buy |
46,944
+318
| +0.7% | +$29.3K | 0.31% | 35 |
|
|
2022
Q4 | $4.02M | Buy |
46,626
+2,557
| +6% | +$220K | 0.31% | 38 |
|
|
2022
Q3 | $3.48M | Sell |
44,069
-527
| -1% | -$41.6K | 0.3% | 39 |
|
|
2022
Q2 | $3.81M | Buy |
44,596
+203
| +0.5% | +$17.3K | 0.32% | 34 |
|
|
2022
Q1 | $4.37M | Sell |
44,393
-425
| -0.9% | -$41.8K | 0.32% | 35 |
|
|
2021
Q4 | $4.82M | Buy |
44,818
+6,242
| +16% | +$671K | 0.33% | 36 |
|
|
2021
Q3 | $3.93M | Buy |
38,576
+1,729
| +5% | +$176K | 0.3% | 42 |
|
|
2021
Q2 | $3.82M | Buy |
36,847
+877
| +2% | +$90.9K | 0.3% | 40 |
|
|
2021
Q1 | $3.5M | Buy |
35,970
+3,402
| +10% | +$331K | 0.31% | 35 |
|
|
2020
Q4 | $3.02M | Buy |
32,568
+321
| +1% | +$29.7K | 0.3% | 36 |
|
|
2020
Q3 | $2.6M | Sell |
32,247
-404
| -1% | -$32.6K | 0.34% | 35 |
|
|
2020
Q2 | $2.44M | Sell |
32,651
-19
| -0.1% | -$1.42K | 0.35% | 31 |
|
|
2020
Q1 | $2.05M | Buy |
32,670
+1,395
| +4% | +$87.6K | 0.36% | 31 |
|
|
2019
Q4 | $2.53M | Buy |
31,275
+1,675
| +6% | +$136K | 0.33% | 37 |
|
|
2019
Q3 | $2.22M | Sell |
29,600
-9
| -0% | -$673 | 0.32% | 40 |
|
|
2019
Q2 | $2.23M | Buy |
29,609
+499
| +2% | +$37.5K | 0.32% | 37 |
|
|
2019
Q1 | $2.13M | Buy |
29,110
+91
| +0.3% | +$6.66K | 0.31% | 41 |
|
|
2018
Q4 | $1.98M | Buy |
29,019
+1,186
| +4% | +$80.8K | 0.31% | 41 |
|
|
2018
Q3 | $2.11M | Buy |
27,833
+1,761
| +7% | +$134K | 0.33% | 33 |
|
|
2018
Q2 | $1.91M | Buy |
26,072
+2,079
| +9% | +$153K | 0.32% | 35 |
|
|
2018
Q1 | $1.77M | Buy |
23,993
+1,350
| +6% | +$99.4K | 0.31% | 35 |
|
|
2017
Q4 | $1.68M | Buy |
22,643
+997
| +5% | +$74.1K | 0.29% | 37 |
|
|
2017
Q3 | $1.53M | Buy |
21,646
+840
| +4% | +$59.4K | 0.28% | 39 |
|
|
2017
Q2 | $1.41M | Buy |
20,806
+1,846
| +10% | +$125K | 0.27% | 44 |
|
|
2017
Q1 | $1.24M | Buy |
18,960
+2,200
| +13% | +$144K | 0.24% | 48 |
|
|
2016
Q4 | $1.02M | Buy |
16,760
+4,719
| +39% | +$288K | 0.21% | 51 |
|
|
2016
Q3 | $733K | Buy |
12,041
+475
| +4% | +$28.9K | 0.15% | 65 |
|
|
2016
Q2 | $672K | Buy |
11,566
+3,533
| +44% | +$205K | 0.14% | 70 |
|
|
2016
Q1 | $463K | Buy |
8,033
+30
| +0.4% | +$1.73K | 0.1% | 95 |
|
|
2015
Q4 | $461K | Buy |
8,003
+6,453
| +416% | +$372K | 0.11% | 86 |
|
|
2015
Q3 | $86K | Buy |
1,550
+1,150
| +288% | +$63.8K | 0.02% | 251 |
|
|
2015
Q2 | $25K | Hold |
400
| – | – | 0.01% | 469 |
|
|
2015
Q1 | $25K | Hold |
400
| – | – | 0.01% | 463 |
|
|
2014
Q4 | $24K | Hold |
400
| – | – | 0.01% | 414 |
|
|
2014
Q3 | $24K | Hold |
400
| – | – | 0.01% | 394 |
|
|
2014
Q2 | $25K | Hold |
400
| – | – | 0.01% | 382 |
|
|
2014
Q1 | $24K | Hold |
400
| – | – | 0.01% | 388 |
|
|
2013
Q4 | $24K | Hold |
400
| – | – | 0.01% | 357 |
|
|
2013
Q3 | $22K | Hold |
400
| – | – | 0.01% | 351 |
|
|
2013
Q2 | $21K | Buy |
+400
| New | +$21K | 0.01% | 322 |
|