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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

Tip: Access up to 7 years of quarterly data

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
2024-06-30 $698k 7.0k 99.41

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Spdr Ser Tr S&p Divid Etf (SDY)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
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Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Vanguard Calif Tax Free Fds

Wedmont Private Capital
Old Mission Capital
FLC Capital Advisors
Financial Management Network
Jane Street
Values Added Financial
Joel Isaacson & Co
Opes Wealth Management
Beacon Pointe Advisors
Royal Bank of Canada
Bridgewealth Advisory Group
Creative Planning
Keystone Wealth Services
Blume Capital Management
Commonwealth Equity Services

View all funds holding Vanguard Calif Tax Free Fds