Joel Isaacson & Co., LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1599330
NEW YORK, NY
All Filings in VTEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,666,870 | 36,450 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,413,687 | 24,361 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $935,526 | 9,331 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $531,574 | 5,328 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $261,106 | 2,675 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $714,498 | 7,178 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $721,210 | 7,114 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $697,887 | 7,021 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||