Gladstone Institutional Advisory’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $468K | Sell |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $839K | Buy |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $305K | Buy |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $250K | Buy |
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