Gladstone Institutional Advisory’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
8,535
+1,373
| +19% | +$325K | 0.08% | 238 |
|
|
2025
Q1 | $1.59M | Sell |
7,162
-343
| -5% | -$76.1K | 0.07% | 257 |
|
|
2024
Q4 | $1.8M | Buy |
7,505
+284
| +4% | +$68.2K | 0.08% | 239 |
|
|
2024
Q3 | $1.71M | Buy |
7,221
+627
| +10% | +$149K | 0.08% | 244 |
|
|
2024
Q2 | $1.44M | Buy |
6,594
+63
| +1% | +$13.7K | 0.07% | 262 |
|
|
2024
Q1 | $1.49M | Sell |
6,531
-652
| -9% | -$149K | 0.08% | 256 |
|
|
2023
Q4 | $1.53M | Buy |
7,183
+88
| +1% | +$18.8K | 0.09% | 229 |
|
|
2023
Q3 | $1.34M | Sell |
7,095
-845
| -11% | -$160K | 0.09% | 234 |
|
|
2023
Q2 | $1.58M | Sell |
7,940
-7,827
| -50% | -$1.56M | 0.1% | 217 |
|
|
2023
Q1 | $2.99M | Sell |
15,767
-1,421
| -8% | -$269K | 0.19% | 149 |
|
|
2022
Q4 | $3.15M | Buy |
17,188
+1,679
| +11% | +$308K | 0.22% | 130 |
|
|
2022
Q3 | $2.65M | Sell |
15,509
-406
| -3% | -$69.4K | 0.21% | 121 |
|
|
2022
Q2 | $2.8M | Sell |
15,915
-1,055
| -6% | -$186K | 0.22% | 114 |
|
|
2022
Q1 | $3.61M | Buy |
16,970
+4,419
| +35% | +$939K | 0.24% | 110 |
|
|
2021
Q4 | $2.84M | Buy |
12,551
+3,203
| +34% | +$724K | 0.22% | 125 |
|
|
2021
Q3 | $2.04M | Buy |
9,348
+7,088
| +314% | +$1.55M | 0.2% | 140 |
|
|
2021
Q2 | $509K | Buy |
2,260
+193
| +9% | +$43.5K | 0.06% | 297 |
|
|
2021
Q1 | $442K | Buy |
2,067
+336
| +19% | +$71.8K | 0.07% | 254 |
|
|
2020
Q4 | $337K | Sell |
1,731
-156
| -8% | -$30.4K | 0.07% | 211 |
|
|
2020
Q3 | $290K | Sell |
1,887
-6
| -0.3% | -$922 | 0.07% | 215 |
|
|
2020
Q2 | $276K | Sell |
1,893
-59
| -3% | -$8.6K | 0.07% | 184 |
|
|
2020
Q1 | $225K | Sell |
1,952
-16
| -0.8% | -$1.84K | 0.06% | 233 |
|
|
2019
Q4 | $326K | Sell |
1,968
-1,767
| -47% | -$293K | 0.08% | 182 |
|
|
2019
Q3 | $575K | Sell |
3,735
-5,330
| -59% | -$821K | 0.15% | 124 |
|
|
2019
Q2 | $1.42M | Buy |
9,065
+2,400
| +36% | +$376K | 0.43% | 54 |
|
|
2019
Q1 | $1.02M | Sell |
6,665
-697
| -9% | -$106K | 0.37% | 60 |
|
|
2018
Q4 | $972K | Buy |
+7,362
| New | +$972K | 0.57% | 39 |
|