Vanguard Calif Tax Free Fds shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Vanguard Calif Tax Free Fds (VTEC) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Vanguard Calif Tax Free Fds
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All positions including Vanguard Calif Tax Free Fds held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Calif Tax Free Fds by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 5.3k | 99.76 |
| 2025-06-30 | $261k | 2.7k | 97.61 |
| 2024-12-31 | $715k | 7.2k | 99.55 |
| 2024-09-30 | $721k | 7.1k | 101.38 |
| 2024-06-30 | $698k | 7.0k | 99.41 |