Joel Isaacson & Co., LLC
Position in VTEI — VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
CIK 1599330
NEW YORK, NY
All Filings in VTEI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VTEI | $23,141,306 | 231,552 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 VTEI | $23,861,822 | 236,654 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 VTEI | $23,599,421 | 235,218 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 VTEI | $20,342,389 | 206,396 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 VTEI | $2,757,473 | 27,904 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 VTEI | $2,667,826 | 26,842 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 VTEI | $2,316,239 | 22,890 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 VTEI | $2,008,975 | 20,210 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 VTEI | $853,573 | 8,517 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||