1IA
1834 Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
253,503
+4,390
| +2% | +$203K | 1.49% | 14 |
|
|
2025
Q1 | $11.5M | Buy |
249,113
+41,062
| +20% | +$1.9M | 1.49% | 15 |
|
|
2024
Q4 | $9.43M | Buy |
208,051
+12,757
| +7% | +$578K | 1.19% | 16 |
|
|
2024
Q3 | $9.22M | Buy |
195,294
+37,049
| +23% | +$1.75M | 1.07% | 21 |
|
|
2024
Q2 | $7.18M | Buy |
158,245
+7,087
| +5% | +$322K | 0.87% | 32 |
|
|
2024
Q1 | $6.89M | Buy |
151,158
+416
| +0.3% | +$19K | 0.82% | 39 |
|
|
2023
Q4 | $6.99M | Sell |
150,742
-11,559
| -7% | -$536K | 0.83% | 35 |
|
|
2023
Q3 | $7.11M | Sell |
162,301
-180,523
| -53% | -$7.9M | 0.88% | 32 |
|
|
2023
Q2 | $15.8M | Buy |
342,824
+81,095
| +31% | +$3.73M | 1.88% | 12 |
|
|
2023
Q1 | $12.2M | Buy |
261,729
+234,544
| +863% | +$10.9M | 1.46% | 14 |
|
|
2022
Q4 | $1.24M | Buy |
27,185
+13,338
| +96% | +$607K | 0.18% | 88 |
|
|
2022
Q3 | $624K | Buy |
13,847
+13,617
| +5,920% | +$614K | 0.09% | 112 |
|
|
2022
Q2 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 371 |
|
|
2019
Q4 | – | Sell |
-74
| Closed | -$4K | – | 491 |
|
|
2019
Q3 | $4K | Sell |
74
-378
| -84% | -$20.4K | ﹤0.01% | 432 |
|
|
2019
Q2 | $24K | Buy |
+452
| New | +$24K | ﹤0.01% | 329 |
|