JIC
Joel Isaacson & Co’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
206,396
+178,492
| +640% | +$17.6M | 0.83% | 22 |
|
|
2025
Q1 | $2.76M | Buy |
27,904
+1,062
| +4% | +$105K | 0.13% | 78 |
|
|
2024
Q4 | $2.67M | Buy |
26,842
+3,952
| +17% | +$393K | 0.12% | 79 |
|
|
2024
Q3 | $2.32M | Buy |
22,890
+2,680
| +13% | +$271K | 0.11% | 89 |
|
|
2024
Q2 | $2.01M | Buy |
20,210
+11,693
| +137% | +$1.16M | 0.11% | 92 |
|
|
2024
Q1 | $854K | Buy |
+8,517
| New | +$854K | 0.05% | 149 |
|