Gladstone Institutional Advisory’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Hold |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $499K | Buy |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $435K | Sell |
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|
2019
Q1 | $486K | Sell |
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|
2018
Q4 | $519K | Buy |
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