Number of Shares
422,165.00
Current Holdings Value*
$118.13 Mil
% of Portfolio
4.8%
Total Estimate Gain
$50.84 Mil
% of Total Estimate Gain
69.29%

Joel Isaacson & Co., LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, Joel Isaacson & Co., LLC held 422,165.00 shares of Vanguard Mid-Cap ETF(VO), totaling $118.13 Mil. This investment constitutes 4.8% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0.15% 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 45 purchases of VO, at an average price of $167.13, for a total of 439,037.00 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 $287.85, Joel Isaacson & Co., LLC's estimated gain on his VO holdings is $50.84 Mil, reflecting a 69.29% gain to date.

Joel Isaacson & Co., LLC VO ($287.85) Holding Chart

Joel Isaacson & Co., LLC VO ($287.85) 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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