JIC
Joel Isaacson & Co’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
72,969
+825
| +1% | +$362K | 1.3% | 17 |
|
|
2025
Q1 | $26.8M | Buy |
72,144
+3,834
| +6% | +$1.42M | 1.21% | 17 |
|
|
2024
Q4 | $28M | Buy |
68,310
+5,163
| +8% | +$2.12M | 1.26% | 16 |
|
|
2024
Q3 | $24.2M | Buy |
63,147
+4,212
| +7% | +$1.62M | 1.16% | 17 |
|
|
2024
Q2 | $22M | Buy |
58,935
+5,198
| +10% | +$1.94M | 1.16% | 16 |
|
|
2024
Q1 | $18.5M | Buy |
53,737
+4,537
| +9% | +$1.56M | 1.01% | 18 |
|
|
2023
Q4 | $15.3M | Buy |
49,200
+3,850
| +8% | +$1.2M | 0.94% | 19 |
|
|
2023
Q3 | $12.3M | Buy |
45,350
+6,107
| +16% | +$1.66M | 0.84% | 20 |
|
|
2023
Q2 | $11.1M | Sell |
39,243
-1,146
| -3% | -$324K | 0.74% | 21 |
|
|
2023
Q1 | $10.1M | Buy |
40,389
+8,216
| +26% | +$2.05M | 0.72% | 21 |
|
|
2022
Q4 | $6.86M | Buy |
32,173
+11,237
| +54% | +$2.39M | 0.53% | 24 |
|
|
2022
Q3 | $4.48M | Buy |
20,936
+1,375
| +7% | +$294K | 0.39% | 29 |
|
|
2022
Q2 | $4.36M | Buy |
19,561
+5,250
| +37% | +$1.17M | 0.37% | 29 |
|
|
2022
Q1 | $3.86M | Sell |
14,311
-1,510
| -10% | -$407K | 0.28% | 38 |
|
|
2021
Q4 | $5.08M | Sell |
15,821
-531
| -3% | -$170K | 0.35% | 34 |
|
|
2021
Q3 | $4.75M | Buy |
16,352
+5,174
| +46% | +$1.5M | 0.36% | 36 |
|
|
2021
Q2 | $3.21M | Buy |
11,178
+2,090
| +23% | +$599K | 0.25% | 44 |
|
|
2021
Q1 | $2.34M | Buy |
9,088
+2,901
| +47% | +$746K | 0.2% | 50 |
|
|
2020
Q4 | $1.57M | Buy |
6,187
+3,123
| +102% | +$791K | 0.15% | 64 |
|
|
2020
Q3 | $697K | Buy |
3,064
+1,202
| +65% | +$273K | 0.09% | 99 |
|
|
2020
Q2 | $376K | Buy |
+1,862
| New | +$376K | 0.05% | 142 |
|