Gladstone Institutional Advisory’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $935K | Sell |
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|
2025
Q2 | $883K | Sell |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $693K | Buy |
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|
2024
Q1 | $687K | Sell |
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|
2023
Q4 | $712K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $475K | Sell |
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|
2019
Q2 | $544K | Sell |
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|
2019
Q1 | $602K | Sell |
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|
2018
Q4 | $562K | Buy |
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