JIC
Joel Isaacson & Co’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
6,816
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $1.75M | Buy |
6,816
+1
| +0% | +$257 | 0.08% | 114 |
|
|
2024
Q4 | $1.84M | Buy |
6,815
+5,950
| +688% | +$1.6M | 0.08% | 105 |
|
|
2024
Q3 | $228K | Buy |
+865
| New | +$228K | 0.01% | 337 |
|
|
2017
Q1 | – | Sell |
-295
| Closed | -$30K | – | 529 |
|
|
2016
Q4 | $30K | Hold |
295
| – | – | 0.01% | 389 |
|
|
2016
Q3 | $29K | Hold |
295
| – | – | 0.01% | 416 |
|
|
2016
Q2 | $28K | Hold |
295
| – | – | 0.01% | 409 |
|
|
2016
Q1 | $28K | Hold |
295
| – | – | 0.01% | 427 |
|
|
2015
Q4 | $28K | Hold |
295
| – | – | 0.01% | 422 |
|
|
2015
Q3 | $26K | Hold |
295
| – | – | 0.01% | 438 |
|
|
2015
Q2 | $28K | Hold |
295
| – | – | 0.01% | 453 |
|
|
2015
Q1 | $28K | Hold |
295
| – | – | 0.01% | 435 |
|
|
2014
Q4 | $28K | Hold |
295
| – | – | 0.01% | 391 |
|
|
2014
Q3 | $27K | Hold |
295
| – | – | 0.01% | 379 |
|
|
2014
Q2 | $27K | Hold |
295
| – | – | 0.01% | 370 |
|
|
2014
Q1 | $25K | Hold |
295
| – | – | 0.01% | 381 |
|
|
2013
Q4 | $25K | Hold |
295
| – | – | 0.01% | 349 |
|
|
2013
Q3 | $23K | Hold |
295
| – | – | 0.01% | 346 |
|
|
2013
Q2 | $22K | Buy |
+295
| New | +$22K | 0.01% | 315 |
|