Joel Isaacson & Co., LLC VB Holdings History
Joel Isaacson & Co., LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Joel Isaacson & Co., LLC held 189,960.00 shares of Vanguard Small Cap ETF(VB), totaling $42.12 Mil. This investment constitutes 1.91% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0.06% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2014Q3. And since then Joel Isaacson & Co., LLC has made 39 purchases of VB, at an average price of $189.00, for a total of 198,552.00 shares. In addition, there have been 3 sales at an average price of $182.68 for 8,592.00 shares. Based on historical transaction data and VB's current price of $243.66, Joel Isaacson & Co., LLC's estimated gain on his VB holdings is $10.33 Mil, reflecting a 27.53% gain to date.
Joel Isaacson & Co., LLC VB ($243.66) Holding Chart
Joel Isaacson & Co., LLC VB ($243.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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