Gladstone Institutional Advisory’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
43,763
+6,919
| +19% | +$509K | 0.13% | 168 |
|
|
2025
Q1 | $2.71M | Buy |
36,844
+13,491
| +58% | +$991K | 0.13% | 179 |
|
|
2024
Q4 | $1.68M | Buy |
23,353
+6,071
| +35% | +$437K | 0.08% | 256 |
|
|
2024
Q3 | $1.3M | Buy |
17,282
+251
| +1% | +$18.9K | 0.06% | 288 |
|
|
2024
Q2 | $1.23M | Sell |
17,031
-3,772
| -18% | -$272K | 0.06% | 281 |
|
|
2024
Q1 | $1.51M | Sell |
20,803
-4,444
| -18% | -$323K | 0.08% | 253 |
|
|
2023
Q4 | $1.86M | Buy |
25,247
+876
| +4% | +$64.4K | 0.1% | 206 |
|
|
2023
Q3 | $1.7M | Buy |
24,371
+3,210
| +15% | +$224K | 0.11% | 202 |
|
|
2023
Q2 | $1.54M | Sell |
21,161
-162
| -0.8% | -$11.8K | 0.09% | 219 |
|
|
2023
Q1 | $1.57M | Sell |
21,323
-313
| -1% | -$23.1K | 0.1% | 223 |
|
|
2022
Q4 | $1.55M | Sell |
21,636
-5,271
| -20% | -$379K | 0.11% | 218 |
|
|
2022
Q3 | $1.92M | Sell |
26,907
-9,407
| -26% | -$671K | 0.15% | 172 |
|
|
2022
Q2 | $2.73M | Sell |
36,314
-14,435
| -28% | -$1.09M | 0.22% | 118 |
|
|
2022
Q1 | $4.04M | Buy |
50,749
+11,392
| +29% | +$906K | 0.27% | 97 |
|
|
2021
Q4 | $3.34M | Buy |
39,357
+9,453
| +32% | +$801K | 0.26% | 109 |
|
|
2021
Q3 | $2.56M | Buy |
29,904
+131
| +0.4% | +$11.2K | 0.25% | 116 |
|
|
2021
Q2 | $2.56M | Sell |
29,773
-1,074
| -3% | -$92.2K | 0.3% | 89 |
|
|
2021
Q1 | $2.61M | Buy |
30,847
+2,834
| +10% | +$240K | 0.41% | 61 |
|
|
2020
Q4 | $2.47M | Buy |
28,013
+3,489
| +14% | +$308K | 0.49% | 51 |
|
|
2020
Q3 | $2.16M | Buy |
24,524
+5,947
| +32% | +$525K | 0.52% | 42 |
|
|
2020
Q2 | $1.64M | Sell |
18,577
-12,206
| -40% | -$1.08M | 0.42% | 60 |
|
|
2020
Q1 | $2.63M | Buy |
30,783
+5,835
| +23% | +$498K | 0.68% | 35 |
|
|
2019
Q4 | $2.09M | Buy |
24,948
+2,900
| +13% | +$243K | 0.51% | 48 |
|
|
2019
Q3 | $1.86M | Buy |
22,048
+2,010
| +10% | +$170K | 0.47% | 49 |
|
|
2019
Q2 | $1.66M | Buy |
20,038
+15,025
| +300% | +$1.25M | 0.51% | 44 |
|
|
2019
Q1 | $407K | Sell |
5,013
-5,205
| -51% | -$423K | 0.15% | 126 |
|
|
2018
Q4 | $809K | Buy |
+10,218
| New | +$809K | 0.47% | 47 |
|