Gladstone Institutional Advisory’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
5,201
-117
-2% -$7.87K 0.01% 578
2025
Q1
$323K Buy
+5,318
New +$323K 0.02% 570
2022
Q3
Sell
-4,404
Closed -$220K 683
2022
Q2
$220K Sell
4,404
-735
-14% -$36.7K 0.02% 589
2022
Q1
$296K Buy
5,139
+1,544
+43% +$88.9K 0.02% 552
2021
Q4
$220K Sell
3,595
-306
-8% -$18.7K 0.02% 543
2021
Q3
$238K Sell
3,901
-149
-4% -$9.09K 0.02% 479
2021
Q2
$257K Sell
4,050
-378
-9% -$24K 0.03% 435
2021
Q1
$269K Buy
+4,428
New +$269K 0.04% 339