Gladstone Institutional Advisory’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Gladstone Institutional Advisory’s Portfolio VLUE Stock Details VLUE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Buy
2023 Q2	–	Sell
2023 Q1	$246K	Sell
2022 Q4	$337K	Sell
2022 Q3	$365K	Sell
2022 Q2	$429K	Sell
2022 Q1	$505K	Buy
2021 Q4	$425K	Buy
2021 Q3	$298K	Sell
2021 Q2	$418K	Buy
2021 Q1	$271K	Buy