Gladstone Institutional Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.1M | Sell |
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|
2025
Q2 | $52M | Buy |
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|
2025
Q1 | $42.8M | Sell |
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|
2024
Q4 | $45.8M | Buy |
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|
2024
Q3 | $43.2M | Sell |
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|
2024
Q2 | $49.8M | Buy |
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|
2024
Q1 | $46.3M | Buy |
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|
2023
Q4 | $41.1M | Buy |
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|
2023
Q3 | $35.8M | Buy |
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|
2023
Q2 | $35.9M | Buy |
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|
2023
Q1 | $27.2M | Sell |
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|
2022
Q4 | $32.1M | Buy |
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|
2022
Q3 | $15.9M | Buy |
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $18.5M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $8.31M | Buy |
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|
2021
Q2 | $5.28M | Buy |
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|
2021
Q1 | $4.27M | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $4.01M | Sell |
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|
2020
Q2 | $3.92M | Sell |
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|
2020
Q1 | $4.22M | Buy |
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|
2019
Q4 | $3.93M | Sell |
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|
2019
Q3 | $4.49M | Buy |
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|
2019
Q2 | $3.94M | Buy |
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|
2019
Q1 | $3.53M | Sell |
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|
2018
Q4 | $3.14M | Buy |
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