Joel Isaacson & Co., LLC VO Holdings History
Joel Isaacson & Co., LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Joel Isaacson & Co., LLC held 398,363.00 shares of Vanguard Mid-Cap ETF(VO), totaling $103.02 Mil. This investment constitutes 4.67% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0.13% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2012Q4. And since then Joel Isaacson & Co., LLC has made 44 purchases of VO, at an average price of $161.67, for a total of 415,235.00 shares. In addition, there have been 4 sales at an average price of $160.12 for 16,872.00 shares. Based on historical transaction data and VO's current price of $279.83, Joel Isaacson & Co., LLC's estimated gain on his VO holdings is $47.05 Mil, reflecting a 70.08% gain to date.
Joel Isaacson & Co., LLC VO ($279.83) Holding Chart
Joel Isaacson & Co., LLC VO ($279.83) 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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