1IA
1834 Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
12,347
-183
| -1% | -$19.2K | 0.16% | 101 |
|
|
2025
Q1 | $1.24M | Sell |
12,530
-5,750
| -31% | -$568K | 0.16% | 96 |
|
|
2024
Q4 | $1.93M | Sell |
18,280
-5,382
| -23% | -$568K | 0.24% | 84 |
|
|
2024
Q3 | $2.5M | Sell |
23,662
-15,855
| -40% | -$1.67M | 0.29% | 76 |
|
|
2024
Q2 | $3.92M | Buy |
39,517
+1,828
| +5% | +$181K | 0.47% | 62 |
|
|
2024
Q1 | $3.88M | Buy |
37,689
+8,741
| +30% | +$900K | 0.46% | 65 |
|
|
2023
Q4 | $2.72M | Buy |
28,948
+12,052
| +71% | +$1.13M | 0.32% | 70 |
|
|
2023
Q3 | $1.43M | Buy |
16,896
+3,390
| +25% | +$287K | 0.18% | 103 |
|
|
2023
Q2 | $1.2M | Buy |
13,506
+1,233
| +10% | +$109K | 0.14% | 112 |
|
|
2023
Q1 | $1.04M | Buy |
12,273
+9,524
| +346% | +$806K | 0.12% | 121 |
|
|
2022
Q4 | $450K | Buy |
+2,749
| New | +$450K | 0.06% | 140 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$6K | – | 329 |
|
|
2022
Q2 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 400 |
|