Gladstone Institutional Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
8,117
-27
| -0.3% | -$2.13K | 0.03% | 435 |
|
|
2025
Q1 | $637K | Buy |
8,144
+26
| +0.3% | +$2.04K | 0.03% | 413 |
|
|
2024
Q4 | $627K | Sell |
8,118
-495
| -6% | -$38.2K | 0.03% | 409 |
|
|
2024
Q3 | $678K | Sell |
8,613
-2,979
| -26% | -$234K | 0.03% | 381 |
|
|
2024
Q2 | $889K | Buy |
11,592
+391
| +3% | +$30K | 0.05% | 315 |
|
|
2024
Q1 | $859K | Sell |
11,201
-256
| -2% | -$19.6K | 0.05% | 309 |
|
|
2023
Q4 | $882K | Sell |
11,457
-807
| -7% | -$62.2K | 0.05% | 308 |
|
|
2023
Q3 | $922K | Sell |
12,264
-3,339
| -21% | -$251K | 0.06% | 277 |
|
|
2023
Q2 | $1.18M | Sell |
15,603
-5,243
| -25% | -$396K | 0.07% | 249 |
|
|
2023
Q1 | $1.59M | Buy |
20,846
+3,702
| +22% | +$283K | 0.1% | 220 |
|
|
2022
Q4 | $1.29M | Sell |
17,144
-697
| -4% | -$52.5K | 0.09% | 250 |
|
|
2022
Q3 | $1.34M | Sell |
17,841
-6,410
| -26% | -$480K | 0.1% | 229 |
|
|
2022
Q2 | $1.86M | Sell |
24,251
-1,004
| -4% | -$77.1K | 0.15% | 168 |
|
|
2022
Q1 | $1.97M | Sell |
25,255
-2,209
| -8% | -$172K | 0.13% | 191 |
|
|
2021
Q4 | $2.22M | Buy |
27,464
+327
| +1% | +$26.4K | 0.17% | 158 |
|
|
2021
Q3 | $2.22M | Buy |
27,137
+11,234
| +71% | +$921K | 0.22% | 132 |
|
|
2021
Q2 | $1.31M | Buy |
15,903
+1,353
| +9% | +$111K | 0.16% | 153 |
|
|
2021
Q1 | $1.2M | Buy |
14,550
+7,686
| +112% | +$632K | 0.19% | 122 |
|
|
2020
Q4 | $569K | Sell |
6,864
-311
| -4% | -$25.8K | 0.11% | 148 |
|
|
2020
Q3 | $596K | Buy |
7,175
+1,071
| +18% | +$89K | 0.14% | 129 |
|
|
2020
Q2 | $507K | Sell |
6,104
-6,944
| -53% | -$577K | 0.13% | 129 |
|
|
2020
Q1 | $1.07M | Buy |
13,048
+3,327
| +34% | +$273K | 0.28% | 83 |
|
|
2019
Q4 | $784K | Buy |
9,721
+107
| +1% | +$8.63K | 0.19% | 102 |
|
|
2019
Q3 | $776K | Sell |
9,614
-296
| -3% | -$23.9K | 0.2% | 101 |
|
|
2019
Q2 | $798K | Sell |
9,910
-8,213
| -45% | -$661K | 0.24% | 93 |
|
|
2019
Q1 | $1.44M | Buy |
18,123
+1,430
| +9% | +$114K | 0.53% | 46 |
|
|
2018
Q4 | $1.31M | Buy |
+16,693
| New | +$1.31M | 0.76% | 28 |
|