1IA
1834 Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Sell |
35,914
-968
| -3% | -$550K | 2.58% | 9 |
|
|
2025
Q1 | $19M | Buy |
36,882
+4,869
| +15% | +$2.5M | 2.44% | 9 |
|
|
2024
Q4 | $17.2M | Sell |
32,013
-665
| -2% | -$358K | 2.18% | 9 |
|
|
2024
Q3 | $17.2M | Buy |
32,678
+2,041
| +7% | +$1.08M | 2.01% | 12 |
|
|
2024
Q2 | $15.3M | Buy |
30,637
+2,147
| +8% | +$1.07M | 1.85% | 11 |
|
|
2024
Q1 | $13.7M | Sell |
28,490
-2,184
| -7% | -$1.05M | 1.63% | 11 |
|
|
2023
Q4 | $13.4M | Buy |
30,674
+2,716
| +10% | +$1.19M | 1.6% | 11 |
|
|
2023
Q3 | $11M | Buy |
27,958
+7,573
| +37% | +$2.97M | 1.37% | 15 |
|
|
2023
Q2 | $8.3M | Buy |
20,385
+3,183
| +19% | +$1.3M | 0.99% | 27 |
|
|
2023
Q1 | $6.47M | Buy |
17,202
+4,724
| +38% | +$1.78M | 0.77% | 37 |
|
|
2022
Q4 | $4.38M | Buy |
12,478
+1,859
| +18% | +$653K | 0.63% | 53 |
|
|
2022
Q3 | $3.49M | Buy |
10,619
+3,001
| +39% | +$985K | 0.52% | 57 |
|
|
2022
Q2 | $2.64M | Buy |
7,618
+5,841
| +329% | +$2.03M | 0.37% | 56 |
|
|
2022
Q1 | $738K | Sell |
1,777
-31
| -2% | -$12.9K | 0.09% | 120 |
|
|
2021
Q4 | $789K | Buy |
1,808
+24
| +1% | +$10.5K | 0.09% | 114 |
|
|
2021
Q3 | $704K | Sell |
1,784
-96
| -5% | -$37.9K | 0.09% | 119 |
|
|
2021
Q2 | $740K | Sell |
1,880
-210
| -10% | -$82.7K | 0.09% | 119 |
|
|
2021
Q1 | $761K | Sell |
2,090
-85
| -4% | -$31K | 0.1% | 109 |
|
|
2020
Q4 | $748K | Sell |
2,175
-36
| -2% | -$12.4K | 0.1% | 99 |
|
|
2020
Q3 | $680K | Buy |
2,211
+940
| +74% | +$289K | 0.1% | 104 |
|
|
2020
Q2 | $360K | Hold |
1,271
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $301K | Hold |
1,271
| – | – | 0.06% | 138 |
|
|
2019
Q4 | $376K | Hold |
1,271
| – | – | 0.06% | 136 |
|
|
2019
Q3 | $346K | Hold |
1,271
| – | – | 0.05% | 146 |
|
|
2019
Q2 | $342K | Hold |
1,271
| – | – | 0.05% | 144 |
|
|
2019
Q1 | $330K | Hold |
1,271
| – | – | 0.05% | 140 |
|
|
2018
Q4 | $292K | Hold |
1,271
| – | – | 0.05% | 146 |
|
|
2018
Q3 | $339K | Hold |
1,271
| – | – | 0.05% | 150 |
|
|
2018
Q2 | $317K | Hold |
1,271
| – | – | 0.05% | 147 |
|
|
2018
Q1 | $308K | Hold |
1,271
| – | – | 0.05% | 148 |
|
|
2017
Q4 | $312K | Buy |
+1,271
| New | +$312K | 0.05% | 153 |
|