JIC
Joel Isaacson & Co’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
60,502
+2,656
| +5% | +$131K | 0.12% | 83 |
|
|
2025
Q1 | $2.62M | Sell |
57,846
-7,725
| -12% | -$350K | 0.12% | 85 |
|
|
2024
Q4 | $2.89M | Sell |
65,571
-661
| -1% | -$29.1K | 0.13% | 73 |
|
|
2024
Q3 | $3.17M | Buy |
66,232
+13,335
| +25% | +$638K | 0.15% | 66 |
|
|
2024
Q2 | $2.31M | Buy |
52,897
+3,122
| +6% | +$137K | 0.12% | 77 |
|
|
2024
Q1 | $2.08M | Buy |
49,775
+4,343
| +10% | +$181K | 0.11% | 85 |
|
|
2023
Q4 | $1.87M | Buy |
45,432
+556
| +1% | +$22.9K | 0.11% | 83 |
|
|
2023
Q3 | $1.76M | Buy |
44,876
+1,467
| +3% | +$57.5K | 0.12% | 79 |
|
|
2023
Q2 | $1.77M | Sell |
43,409
-151
| -0.3% | -$6.14K | 0.12% | 81 |
|
|
2023
Q1 | $1.76M | Buy |
43,560
+3,685
| +9% | +$149K | 0.13% | 76 |
|
|
2022
Q4 | $1.55M | Sell |
39,875
-6,916
| -15% | -$270K | 0.12% | 83 |
|
|
2022
Q3 | $1.71M | Buy |
46,791
+4,246
| +10% | +$155K | 0.15% | 66 |
|
|
2022
Q2 | $1.77M | Sell |
42,545
-10,967
| -20% | -$457K | 0.15% | 69 |
|
|
2022
Q1 | $2.42M | Buy |
53,512
+5,287
| +11% | +$239K | 0.18% | 58 |
|
|
2021
Q4 | $2.39M | Buy |
48,225
+627
| +1% | +$31K | 0.16% | 58 |
|
|
2021
Q3 | $2.38M | Buy |
47,598
+835
| +2% | +$41.8K | 0.18% | 54 |
|
|
2021
Q2 | $2.54M | Buy |
46,763
+1,196
| +3% | +$65K | 0.2% | 53 |
|
|
2021
Q1 | $2.37M | Sell |
45,567
-6,761
| -13% | -$352K | 0.21% | 49 |
|
|
2020
Q4 | $2.62M | Buy |
52,328
+2,365
| +5% | +$119K | 0.26% | 40 |
|
|
2020
Q3 | $2.16M | Buy |
49,963
+189
| +0.4% | +$8.17K | 0.28% | 39 |
|
|
2020
Q2 | $1.97M | Sell |
49,774
-27,240
| -35% | -$1.08M | 0.28% | 39 |
|
|
2020
Q1 | $2.58M | Sell |
77,014
-2,217
| -3% | -$74.4K | 0.45% | 27 |
|
|
2019
Q4 | $3.52M | Sell |
79,231
-2,451
| -3% | -$109K | 0.46% | 27 |
|
|
2019
Q3 | $3.29M | Sell |
81,682
-1,921
| -2% | -$77.4K | 0.47% | 26 |
|
|
2019
Q2 | $3.56M | Sell |
83,603
-4,494
| -5% | -$191K | 0.52% | 25 |
|
|
2019
Q1 | $3.74M | Buy |
88,097
+1,768
| +2% | +$75.1K | 0.55% | 28 |
|
|
2018
Q4 | $3.43M | Buy |
86,329
+6,850
| +9% | +$272K | 0.54% | 27 |
|
|
2018
Q3 | $3.26M | Sell |
79,479
-745
| -0.9% | -$30.5K | 0.51% | 25 |
|
|
2018
Q2 | $3.39M | Buy |
80,224
+1,289
| +2% | +$54.4K | 0.57% | 25 |
|
|
2018
Q1 | $3.71M | Buy |
78,935
+1,250
| +2% | +$58.7K | 0.65% | 19 |
|
|
2017
Q4 | $3.57M | Buy |
77,685
+193
| +0.2% | +$8.86K | 0.62% | 20 |
|
|
2017
Q3 | $3.38M | Buy |
77,492
+2,107
| +3% | +$91.8K | 0.62% | 20 |
|
|
2017
Q2 | $3.08M | Buy |
75,385
+854
| +1% | +$34.9K | 0.58% | 23 |
|
|
2017
Q1 | $2.96M | Buy |
74,531
+671
| +0.9% | +$26.6K | 0.58% | 22 |
|
|
2016
Q4 | $2.64M | Sell |
73,860
-2,792
| -4% | -$99.9K | 0.53% | 24 |
|
|
2016
Q3 | $2.88M | Buy |
76,652
+7,108
| +10% | +$267K | 0.59% | 19 |
|
|
2016
Q2 | $2.45M | Sell |
69,544
-389
| -0.6% | -$13.7K | 0.52% | 20 |
|
|
2016
Q1 | $2.42M | Sell |
69,933
-5,402
| -7% | -$187K | 0.53% | 21 |
|
|
2015
Q4 | $2.46M | Buy |
75,335
+6,408
| +9% | +$210K | 0.61% | 19 |
|
|
2015
Q3 | $2.28M | Buy |
68,927
+62,649
| +998% | +$2.07M | 0.61% | 19 |
|
|
2015
Q2 | $257K | Buy |
6,278
+529
| +9% | +$21.7K | 0.07% | 138 |
|
|
2015
Q1 | $235K | Buy |
5,749
+1,000
| +21% | +$40.9K | 0.06% | 146 |
|
|
2014
Q4 | $190K | Buy |
4,749
+2,009
| +73% | +$80.4K | 0.05% | 155 |
|
|
2014
Q3 | $114K | Buy |
2,740
+740
| +37% | +$30.8K | 0.03% | 189 |
|
|
2014
Q2 | $86K | Hold |
2,000
| – | – | 0.03% | 223 |
|
|
2014
Q1 | $81K | Sell |
2,000
-1,351
| -40% | -$54.7K | 0.03% | 230 |
|
|
2013
Q4 | $138K | Hold |
3,351
| – | – | 0.05% | 151 |
|
|
2013
Q3 | $134K | Sell |
3,351
-700
| -17% | -$28K | 0.05% | 142 |
|
|
2013
Q2 | $157K | Buy |
+4,051
| New | +$157K | 0.07% | 110 |
|