1834 Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
3,290
+205
| +7% | +$20.8K | 0.04% | 184 |
|
|
2025
Q1 | $298K | Sell |
3,085
-147
| -5% | -$14.2K | 0.04% | 184 |
|
|
2024
Q4 | $343K | Sell |
3,232
-1,095
| -25% | -$116K | 0.04% | 185 |
|
|
2024
Q3 | $468K | Sell |
4,327
-3,711
| -46% | -$401K | 0.05% | 168 |
|
|
2024
Q2 | $789K | Buy |
8,038
+1,613
| +25% | +$158K | 0.1% | 134 |
|
|
2024
Q1 | $652K | Buy |
6,425
+3,074
| +92% | +$312K | 0.08% | 146 |
|
|
2023
Q4 | $332K | Buy |
3,351
+276
| +9% | +$27.4K | 0.04% | 192 |
|
|
2023
Q3 | $269K | Buy |
3,075
+355
| +13% | +$31K | 0.03% | 206 |
|
|
2023
Q2 | $250K | Buy |
2,720
+254
| +10% | +$23.3K | 0.03% | 219 |
|
|
2023
Q1 | $219K | Buy |
+2,466
| New | +$219K | 0.03% | 229 |
|