GIA
Gladstone Institutional Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
621
-40
| -6% | -$14.5K | 0.01% | 684 |
|
|
2025
Q1 | $215K | Sell |
661
-4,620
| -87% | -$1.5M | 0.01% | 674 |
|
|
2024
Q4 | $1.98M | Hold |
5,281
| – | – | 0.09% | 223 |
|
|
2024
Q3 | $1.8M | Buy |
5,281
+228
| +5% | +$77.6K | 0.09% | 240 |
|
|
2024
Q2 | $1.58M | Buy |
5,053
+96
| +2% | +$30K | 0.08% | 250 |
|
|
2024
Q1 | $1.58M | Buy |
4,957
+113
| +2% | +$35.9K | 0.09% | 246 |
|
|
2023
Q4 | $1.48M | Sell |
4,844
-19
| -0.4% | -$5.79K | 0.08% | 236 |
|
|
2023
Q3 | $1.31M | Sell |
4,863
-362
| -7% | -$97.5K | 0.08% | 236 |
|
|
2023
Q2 | $1.48M | Buy |
5,225
+28
| +0.5% | +$7.93K | 0.09% | 226 |
|
|
2023
Q1 | $1.31M | Sell |
5,197
-56
| -1% | -$14.1K | 0.09% | 244 |
|
|
2022
Q4 | $1.15M | Buy |
5,253
+237
| +5% | +$51.9K | 0.08% | 259 |
|
|
2022
Q3 | $1.18M | Sell |
5,016
-210
| -4% | -$49.4K | 0.09% | 244 |
|
|
2022
Q2 | $1.19M | Buy |
5,226
+81
| +2% | +$18.4K | 0.09% | 242 |
|
|
2022
Q1 | $1.57M | Buy |
5,145
+469
| +10% | +$143K | 0.11% | 216 |
|
|
2021
Q4 | $1.59M | Buy |
+4,676
| New | +$1.59M | 0.12% | 215 |
|