Gladstone Institutional Advisory’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $753K | Buy |
|
|||||
|
2025
Q2 | $681K | Hold |
|
|||||
|
2025
Q1 | $668K | Sell |
|
|||||
|
2024
Q4 | $657K | Buy |
|
|||||
|
2024
Q3 | $674K | Sell |
|
|||||
|
2024
Q2 | $634K | Hold |
|
|||||
|
2024
Q1 | $639K | Buy |
|
|||||
|
2023
Q4 | $585K | Buy |
|
|||||
|
2023
Q3 | $542K | Buy |
|
|||||
|
2023
Q2 | $555K | Sell |
|
|||||
|
2023
Q1 | $574K | Buy |
|
|||||
|
2022
Q4 | $571K | Buy |
|
|||||
|
2022
Q3 | $499K | Sell |
|
|||||
|
2022
Q2 | $537K | Sell |
|
|||||
|
2022
Q1 | $610K | Buy |
|
|||||
|
2021
Q4 | $435K | Buy |
|
|||||
|
2021
Q3 | $398K | Buy |
|
|||||
|
2021
Q2 | $299K | Buy |
|
|||||
|
2021
Q1 | $285K | Buy |
|
|||||
|
2020
Q4 | $256K | Buy |
|
|||||
|
2020
Q3 | $227K | Buy |
|
|||||
|
2020
Q2 | $211K | Sell |
|
|||||
|
2020
Q1 | $228K | Hold |
|
|||||
|
2019
Q4 | $302K | Sell |
|
|||||
|
2019
Q3 | $336K | Buy |
|
|||||
|
2019
Q2 | $320K | Sell |
|
|||||
|
2019
Q1 | $442K | Sell |
|
|||||
|
2018
Q4 | $433K | Buy |
|