Gladstone Institutional Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
3,802
+1,145
| +43% | +$126K | 0.02% | 542 |
|
|
2025
Q1 | $260K | Sell |
2,657
-190
| -7% | -$18.6K | 0.01% | 620 |
|
|
2024
Q4 | $299K | Buy |
2,847
+632
| +29% | +$66.3K | 0.01% | 585 |
|
|
2024
Q3 | $225K | Sell |
2,215
-2
| -0.1% | -$203 | 0.01% | 628 |
|
|
2024
Q2 | $214K | Sell |
2,217
-354
| -14% | -$34.2K | 0.01% | 613 |
|
|
2024
Q1 | $240K | Sell |
2,571
-6
| -0.2% | -$559 | 0.01% | 575 |
|
|
2023
Q4 | $219K | Buy |
+2,577
| New | +$219K | 0.01% | 605 |
|
|
2022
Q4 | – | Sell |
-21,511
| Closed | -$1.35M | – | 657 |
|
|
2022
Q3 | $1.35M | Sell |
21,511
-566
| -3% | -$35.6K | 0.11% | 225 |
|
|
2022
Q2 | $1.47M | Buy |
22,077
+112
| +0.5% | +$7.44K | 0.12% | 202 |
|
|
2022
Q1 | $1.78M | Buy |
21,965
+1,512
| +7% | +$123K | 0.12% | 200 |
|
|
2021
Q4 | $1.8M | Buy |
+20,453
| New | +$1.8M | 0.14% | 196 |
|