Gladstone Institutional Advisory’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.8M	Buy	31,463 +1,690	+6%	+$216K	0.14%	167
2025 Q4	$3.97M	Buy	29,773 +905	+3%	+$118K	0.15%	148
2025 Q3	$3.79M	Buy	28,868 +5	+0%	+$647	0.15%	153
2025 Q2	$3.67M	Buy	28,863 +523	+2%	+$62.4K	0.15%	153
2025 Q1	$3.39M	Sell	28,340 -2,393	-8%	-$292K	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%	-$62.1K	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%	-$86.4K	0.16%	168
2023 Q4	$2.7M	Sell	29,306 -87	-0.3%	-$7.31K	0.15%	171
2023 Q3	$2.36M	Buy	29,393 +1,582	+6%	+$132K	0.15%	168
2023 Q2	$2.26M	Buy	27,811 +598	+2%	+$46.9K	0.14%	181
2023 Q1	$2.12M	Sell	27,213 -601	-2%	-$50.8K	0.14%	186
2022 Q4	$2.3M	Sell	27,814 -764	-3%	-$63.1K	0.16%	178
2022 Q3	$2.13M	Sell	28,578 -442	-2%	-$35.9K	0.17%	155
2022 Q2	$2.24M	Buy	29,020 +167	+0.6%	+$14.1K	0.18%	149
2022 Q1	$2.69M	Buy	28,853 +1,363	+5%	+$131K	0.18%	150
2021 Q4	$2.65M	Buy	+27,490	New	+$2.68M	0.21%	133