1834 Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $3.92M | Buy |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Buy |
|