Gladstone Institutional Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$417K Buy
2025
Q1
$260K Sell
2024
Q4
$299K Buy
2024
Q3
$225K Sell
2024
Q2
$214K Sell
2024
Q1
$240K Sell
2023
Q4
$219K Buy
2022
Q4
Sell
2022
Q3
$1.35M Sell
2022
Q2
$1.47M Buy
2022
Q1
$1.78M Buy
2021
Q4
$1.8M Buy