Joel Isaacson & Co., LLC VO Holdings History
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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