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1834 Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
7,954
-24
-0.3% -$3.95K 0.17% 98
2025
Q1
$1.28M Buy
7,978
+22
+0.3% +$3.53K 0.16% 93
2024
Q4
$1.29M Buy
7,956
+254
+3% +$41.1K 0.16% 100
2024
Q3
$1.29M Buy
7,702
+1,325
+21% +$222K 0.15% 106
2024
Q2
$959K Buy
6,377
+1,476
+30% +$222K 0.12% 120
2024
Q1
$764K Buy
4,901
+427
+10% +$66.6K 0.09% 135
2023
Q4
$649K Sell
4,474
-52
-1% -$7.54K 0.08% 146
2023
Q3
$593K Sell
4,526
-52
-1% -$6.81K 0.07% 156
2023
Q2
$634K Sell
4,578
-302
-6% -$41.8K 0.08% 153
2023
Q1
$654K Buy
4,880
+2,592
+113% +$348K 0.08% 151
2022
Q4
$309K Buy
2,288
+405
+22% +$54.8K 0.04% 154
2022
Q3
$229K Buy
1,883
+90
+5% +$10.9K 0.03% 183
2022
Q2
$232K Buy
1,793
+1,278
+248% +$165K 0.03% 180
2022
Q1
$77K Sell
515
-10
-2% -$1.5K 0.01% 232
2021
Q4
$79K Sell
525
-50
-9% -$7.52K 0.01% 241
2021
Q3
$80K Hold
575
0.01% 245
2021
Q2
$81K Sell
575
-161
-22% -$22.7K 0.01% 246
2021
Q1
$99K Sell
736
-4
-0.5% -$538 0.01% 236
2020
Q4
$88K Buy
740
+6
+0.8% +$714 0.01% 236
2020
Q3
$74K Buy
734
+161
+28% +$16.2K 0.01% 240
2020
Q2
$55K Buy
573
+50
+10% +$4.8K 0.01% 238
2020
Q1
$43K Sell
523
-185
-26% -$15.2K 0.01% 259
2019
Q4
$84K Buy
708
+115
+19% +$13.6K 0.01% 245
2019
Q3
$67K Sell
593
-412
-41% -$46.6K 0.01% 257
2019
Q2
$112K Buy
1,005
+161
+19% +$17.9K 0.02% 228
2019
Q1
$91K Hold
844
0.01% 234
2018
Q4
$80K Sell
844
-990
-54% -$93.8K 0.01% 233
2018
Q3
$207K Sell
1,834
-17
-0.9% -$1.92K 0.03% 186
2018
Q2
$204K Buy
1,851
+2
+0.1% +$220 0.03% 176
2018
Q1
$202K Buy
1,849
+2
+0.1% +$218 0.03% 174
2017
Q4
$206K Buy
+1,847
New +$206K 0.03% 169