Joel Isaacson & Co., LLC VANGUARD CALIF TAX FREE FDS Transaction History

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025
Number of Shares
5,328
Previous 2,675 99.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
2,653 Added 99.18%
5,328 $0
Q2 2025

Jul 23, 2025
BUY
N/A
2,675 New
2,675 $0
Q4 2024

Jan 28, 2025
BUY
N/A
64 Added 0.9%
7,178 $0
Q3 2024

Oct 23, 2024
BUY
N/A
93 Added 1.32%
7,114 $0
Q2 2024

Jul 23, 2024
BUY
N/A
7,021 New
7,021 $0
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