1834 Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $102K | Buy |
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|
2019
Q1 | $100K | Hold |
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|
2018
Q4 | $89K | Buy |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $104K | Buy |
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|
2018
Q1 | $99K | Buy |
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|
2017
Q4 | $101K | Buy |
|