1IA
1834 Investment Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,278
| – | – | 0.03% | 202 |
|
|
2025
Q1 | $221K | Hold |
1,278
| – | – | 0.03% | 202 |
|
|
2024
Q4 | $216K | Sell |
1,278
-155
| -11% | -$26.2K | 0.03% | 205 |
|
|
2024
Q3 | $250K | Buy |
+1,433
| New | +$250K | 0.03% | 207 |
|
|
2022
Q3 | – | Sell |
-493
| Closed | -$65K | – | 447 |
|
|
2022
Q2 | $65K | Hold |
493
| – | – | 0.01% | 252 |
|
|
2022
Q1 | $73K | Sell |
493
-20
| -4% | -$2.96K | 0.01% | 237 |
|
|
2021
Q4 | $75K | Hold |
513
| – | – | 0.01% | 246 |
|
|
2021
Q3 | $69K | Hold |
513
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $71K | Hold |
513
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $67K | Hold |
513
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $61K | Buy |
513
+18
| +4% | +$2.14K | 0.01% | 256 |
|
|
2020
Q3 | $52K | Sell |
495
-12
| -2% | -$1.26K | 0.01% | 260 |
|
|
2020
Q2 | $50K | Buy |
507
+50
| +11% | +$4.93K | 0.01% | 244 |
|
|
2020
Q1 | $41K | Hold |
457
| – | – | 0.01% | 262 |
|
|
2019
Q4 | $55K | Buy |
457
+150
| +49% | +$18.1K | 0.01% | 269 |
|
|
2019
Q3 | $34K | Hold |
307
| – | – | ﹤0.01% | 298 |
|
|
2019
Q2 | $34K | Hold |
307
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $33K | Hold |
307
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $30K | Hold |
307
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $34K | Hold |
307
| – | – | 0.01% | 299 |
|
|
2018
Q2 | $32K | Sell |
307
-76
| -20% | -$7.92K | 0.01% | 304 |
|
|
2018
Q1 | $40K | Buy |
383
+88
| +30% | +$9.19K | 0.01% | 294 |
|
|
2017
Q4 | $31K | Buy |
+295
| New | +$31K | ﹤0.01% | 326 |
|