Gladstone Institutional Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
10,957
+867
| +9% | +$51.9K | 0.03% | 430 |
|
|
2025
Q1 | $599K | Buy |
10,090
+5,061
| +101% | +$301K | 0.03% | 426 |
|
|
2024
Q4 | $292K | Buy |
5,029
+1,131
| +29% | +$65.6K | 0.01% | 594 |
|
|
2024
Q3 | $235K | Buy |
3,898
+176
| +5% | +$10.6K | 0.01% | 621 |
|
|
2024
Q2 | $217K | Sell |
3,722
-27
| -0.7% | -$1.57K | 0.01% | 611 |
|
|
2024
Q1 | $220K | Sell |
3,749
-158
| -4% | -$9.25K | 0.01% | 586 |
|
|
2023
Q4 | $232K | Buy |
+3,907
| New | +$232K | 0.01% | 588 |
|
|
2022
Q2 | – | Sell |
-7,032
| Closed | -$442K | – | 736 |
|
|
2022
Q1 | $442K | Sell |
7,032
-2,411
| -26% | -$152K | 0.03% | 457 |
|
|
2021
Q4 | $628K | Buy |
9,443
+90
| +1% | +$5.99K | 0.05% | 335 |
|
|
2021
Q3 | $632K | Buy |
9,353
+1,683
| +22% | +$114K | 0.06% | 281 |
|
|
2021
Q2 | $520K | Sell |
7,670
-637
| -8% | -$43.2K | 0.06% | 290 |
|
|
2021
Q1 | $558K | Sell |
8,307
-758
| -8% | -$50.9K | 0.09% | 220 |
|
|
2020
Q4 | $629K | Sell |
9,065
-1,431
| -14% | -$99.3K | 0.13% | 143 |
|
|
2020
Q3 | $740K | Sell |
10,496
-171
| -2% | -$12.1K | 0.18% | 116 |
|
|
2020
Q2 | $753K | Sell |
10,667
-235
| -2% | -$16.6K | 0.19% | 102 |
|
|
2020
Q1 | $769K | Sell |
10,902
-3,477
| -24% | -$245K | 0.2% | 105 |
|
|
2019
Q4 | $948K | Sell |
14,379
-303
| -2% | -$20K | 0.23% | 91 |
|
|
2019
Q3 | $979K | Sell |
14,682
-726
| -5% | -$48.4K | 0.25% | 82 |
|
|
2019
Q2 | $1.02M | Sell |
15,408
-1,373
| -8% | -$90.5K | 0.31% | 66 |
|
|
2019
Q1 | $1.08M | Sell |
16,781
-416
| -2% | -$26.8K | 0.4% | 57 |
|
|
2018
Q4 | $1.09M | Buy |
+17,197
| New | +$1.09M | 0.64% | 36 |
|