Joel Isaacson & Co., LLC Vanguard Small Cap ETF Transaction History
Joel Isaacson & Co., LLC
- $2.07 Billion
- Q3 2024
A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 157,106 shares of VB stock, worth $38.1 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
157,106
Previous 146,215
7.45%
Holding current value
$38.1 Million
Previous $31.9 Million
16.9%
% of portfolio
1.8%
Previous 1.68%
Shares
29 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio