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 |
|