Joel Isaacson & Co., LLC Vanguard Mid Cap ETF Transaction History
Joel Isaacson & Co., LLC
- $2.18 Billion
- Q4 2024
A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 381,640 shares of VO stock, worth $106 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
381,640
Previous 363,854
4.89%
Holding current value
$106 Million
Previous $96 Million
5.01%
% of portfolio
4.62%
Previous 4.65%
Shares
30 transactions
Others Institutions Holding VO
# of Institutions
2,178Shares Held
175MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio