Gladstone Institutional Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
3,237
-648
| -17% | -$50.1K | 0.01% | 645 |
|
|
2025
Q1 | $297K | Buy |
3,885
+168
| +5% | +$12.9K | 0.01% | 589 |
|
|
2024
Q4 | $278K | Buy |
3,717
+32
| +0.9% | +$2.39K | 0.01% | 611 |
|
|
2024
Q3 | $289K | Buy |
3,685
+882
| +31% | +$69.1K | 0.01% | 582 |
|
|
2024
Q2 | $210K | Sell |
2,803
-487
| -15% | -$36.5K | 0.01% | 617 |
|
|
2024
Q1 | $248K | Sell |
3,290
-1,289
| -28% | -$97.2K | 0.01% | 568 |
|
|
2023
Q4 | $350K | Buy |
4,579
+1,087
| +31% | +$83K | 0.02% | 493 |
|
|
2023
Q3 | $252K | Buy |
+3,492
| New | +$252K | 0.02% | 524 |
|
|
2023
Q2 | – | Sell |
-4,800
| Closed | -$368K | – | 641 |
|
|
2023
Q1 | $368K | Buy |
+4,800
| New | +$368K | 0.02% | 477 |
|
|
2022
Q2 | – | Sell |
-2,626
| Closed | -$215K | – | 658 |
|
|
2022
Q1 | $215K | Buy |
+2,626
| New | +$215K | 0.01% | 650 |
|
|
2021
Q4 | – | Sell |
-2,788
| Closed | -$249K | – | 602 |
|
|
2021
Q3 | $249K | Buy |
+2,788
| New | +$249K | 0.02% | 468 |
|