JIC
Joel Isaacson & Co’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+2,675
| New | +$261K | 0.01% | 361 |
|
|
2025
Q1 | – | Sell |
-7,178
| Closed | -$715K | – | 416 |
|
|
2024
Q4 | $715K | Buy |
7,178
+64
| +0.9% | +$6.37K | 0.03% | 190 |
|
|
2024
Q3 | $721K | Buy |
7,114
+93
| +1% | +$9.43K | 0.03% | 175 |
|
|
2024
Q2 | $698K | Buy |
+7,021
| New | +$698K | 0.04% | 168 |
|