1IA
1834 Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
7,038
-198
| -3% | -$38.6K | 0.17% | 92 |
|
|
2025
Q1 | $1.35M | Buy |
7,236
+131
| +2% | +$24.4K | 0.17% | 91 |
|
|
2024
Q4 | $1.41M | Sell |
7,105
-779
| -10% | -$154K | 0.18% | 94 |
|
|
2024
Q3 | $1.58M | Buy |
7,884
+792
| +11% | +$159K | 0.18% | 93 |
|
|
2024
Q2 | $1.29M | Buy |
7,092
+416
| +6% | +$75.9K | 0.16% | 104 |
|
|
2024
Q1 | $1.28M | Buy |
6,676
+2,469
| +59% | +$474K | 0.15% | 102 |
|
|
2023
Q4 | $757K | Buy |
4,207
+735
| +21% | +$132K | 0.09% | 136 |
|
|
2023
Q3 | $554K | Sell |
3,472
-192
| -5% | -$30.6K | 0.07% | 158 |
|
|
2023
Q2 | $606K | Buy |
3,664
+52
| +1% | +$8.6K | 0.07% | 156 |
|
|
2023
Q1 | $573K | Buy |
3,612
+486
| +16% | +$77.2K | 0.07% | 164 |
|
|
2022
Q4 | $496K | Buy |
3,126
+638
| +26% | +$101K | 0.07% | 133 |
|
|
2022
Q3 | $357K | Buy |
2,488
+545
| +28% | +$78.2K | 0.05% | 150 |
|
|
2022
Q2 | $291K | Buy |
1,943
+1,398
| +257% | +$209K | 0.04% | 161 |
|
|
2022
Q1 | $96K | Sell |
545
-55
| -9% | -$9.69K | 0.01% | 218 |
|
|
2021
Q4 | $107K | Hold |
600
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $102K | Hold |
600
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $104K | Buy |
600
+500
| +500% | +$86.7K | 0.01% | 229 |
|
|
2021
Q1 | $17K | Hold |
100
| – | – | ﹤0.01% | 346 |
|
|
2020
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $11K | Buy |
100
+47
| +89% | +$5.17K | ﹤0.01% | 322 |
|
|
2020
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 365 |
|
|
2019
Q4 | $7K | Buy |
53
+47
| +783% | +$6.21K | ﹤0.01% | 409 |
|
|
2019
Q3 | $1K | Sell |
6
-774
| -99% | -$129K | ﹤0.01% | 447 |
|
|
2019
Q2 | $102K | Buy |
780
+3
| +0.4% | +$392 | 0.02% | 236 |
|
|
2019
Q1 | $100K | Hold |
777
| – | – | 0.02% | 231 |
|
|
2018
Q4 | $89K | Buy |
777
+10
| +1% | +$1.15K | 0.01% | 228 |
|
|
2018
Q3 | $107K | Hold |
767
| – | – | 0.02% | 232 |
|
|
2018
Q2 | $104K | Buy |
767
+3
| +0.4% | +$407 | 0.02% | 223 |
|
|
2018
Q1 | $99K | Buy |
764
+3
| +0.4% | +$389 | 0.02% | 220 |
|
|
2017
Q4 | $101K | Buy |
+761
| New | +$101K | 0.02% | 239 |
|