Gladstone Institutional Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
26,494
+2,385
| +10% | +$667K | 0.31% | 72 |
|
|
2025
Q1 | $6.24M | Sell |
24,109
-115
| -0.5% | -$29.7K | 0.29% | 84 |
|
|
2024
Q4 | $6.4M | Buy |
24,224
+1,392
| +6% | +$368K | 0.3% | 79 |
|
|
2024
Q3 | $6.02M | Sell |
22,832
-78
| -0.3% | -$20.6K | 0.29% | 83 |
|
|
2024
Q2 | $5.55M | Buy |
22,910
+633
| +3% | +$153K | 0.29% | 88 |
|
|
2024
Q1 | $5.57M | Sell |
22,277
-236
| -1% | -$59K | 0.31% | 81 |
|
|
2023
Q4 | $5.24M | Buy |
22,513
+1,378
| +7% | +$321K | 0.29% | 85 |
|
|
2023
Q3 | $4.4M | Buy |
21,135
+2,373
| +13% | +$494K | 0.29% | 89 |
|
|
2023
Q2 | $4.13M | Sell |
18,762
-59
| -0.3% | -$13K | 0.25% | 105 |
|
|
2023
Q1 | $3.97M | Sell |
18,821
-594
| -3% | -$125K | 0.26% | 107 |
|
|
2022
Q4 | $3.96M | Sell |
19,415
-1,447
| -7% | -$295K | 0.28% | 103 |
|
|
2022
Q3 | $3.92M | Sell |
20,862
-2,645
| -11% | -$497K | 0.31% | 83 |
|
|
2022
Q2 | $4.63M | Buy |
23,507
+843
| +4% | +$166K | 0.37% | 65 |
|
|
2022
Q1 | $5.39M | Buy |
22,664
+19,464
| +608% | +$4.63M | 0.36% | 61 |
|
|
2021
Q4 | $815K | Buy |
3,200
+116
| +4% | +$29.5K | 0.06% | 296 |
|
|
2021
Q3 | $730K | Buy |
3,084
+571
| +23% | +$135K | 0.07% | 262 |
|
|
2021
Q2 | $596K | Buy |
2,513
+22
| +0.9% | +$5.22K | 0.07% | 264 |
|
|
2021
Q1 | $551K | Buy |
2,491
+128
| +5% | +$28.3K | 0.09% | 223 |
|
|
2020
Q4 | $489K | Buy |
2,363
+399
| +20% | +$82.6K | 0.1% | 164 |
|
|
2020
Q3 | $346K | Buy |
1,964
+371
| +23% | +$65.4K | 0.08% | 187 |
|
|
2020
Q2 | $261K | Sell |
1,593
-253
| -14% | -$41.5K | 0.07% | 191 |
|
|
2020
Q1 | $243K | Buy |
1,846
+595
| +48% | +$78.3K | 0.06% | 218 |
|
|
2019
Q4 | $223K | Buy |
+1,251
| New | +$223K | 0.05% | 244 |
|
|
2019
Q3 | – | Sell |
-1,326
| Closed | -$222K | – | 302 |
|
|
2019
Q2 | $222K | Sell |
1,326
-596
| -31% | -$99.8K | 0.07% | 244 |
|
|
2019
Q1 | $309K | Sell |
1,922
-1,185
| -38% | -$191K | 0.11% | 149 |
|
|
2018
Q4 | $429K | Buy |
+3,107
| New | +$429K | 0.25% | 95 |
|