Gladstone Institutional Advisory’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
28,863
+523
| +2% | +$66.6K | 0.15% | 153 |
|
|
2025
Q1 | $3.39M | Sell |
28,340
-2,393
| -8% | -$286K | 0.16% | 152 |
|
|
2024
Q4 | $3.63M | Buy |
30,733
+137
| +0.4% | +$16.2K | 0.17% | 140 |
|
|
2024
Q3 | $3.36M | Sell |
30,596
-586
| -2% | -$64.4K | 0.16% | 151 |
|
|
2024
Q2 | $3.11M | Buy |
31,182
+2,776
| +10% | +$277K | 0.16% | 161 |
|
|
2024
Q1 | $2.91M | Sell |
28,406
-900
| -3% | -$92.2K | 0.16% | 168 |
|
|
2023
Q4 | $2.7M | Sell |
29,306
-87
| -0.3% | -$8.03K | 0.15% | 171 |
|
|
2023
Q3 | $2.36M | Buy |
29,393
+1,582
| +6% | +$127K | 0.15% | 168 |
|
|
2023
Q2 | $2.26M | Buy |
27,811
+598
| +2% | +$48.6K | 0.14% | 181 |
|
|
2023
Q1 | $2.12M | Sell |
27,213
-601
| -2% | -$46.8K | 0.14% | 186 |
|
|
2022
Q4 | $2.3M | Sell |
27,814
-764
| -3% | -$63.2K | 0.16% | 178 |
|
|
2022
Q3 | $2.13M | Sell |
28,578
-442
| -2% | -$32.9K | 0.17% | 155 |
|
|
2022
Q2 | $2.24M | Buy |
29,020
+167
| +0.6% | +$12.9K | 0.18% | 149 |
|
|
2022
Q1 | $2.7M | Buy |
28,853
+1,363
| +5% | +$127K | 0.18% | 150 |
|
|
2021
Q4 | $2.66M | Buy |
+27,490
| New | +$2.66M | 0.21% | 133 |
|