Gladstone Institutional Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Buy |
2,165
+33
| +2% | +$9.39K | 0.03% | 444 |
|
|
2025
Q1 | $522K | Sell |
2,132
-179
| -8% | -$43.8K | 0.02% | 456 |
|
|
2024
Q4 | $586K | Buy |
2,311
+194
| +9% | +$49.2K | 0.03% | 433 |
|
|
2024
Q3 | $515K | Buy |
2,117
+16
| +0.8% | +$3.9K | 0.03% | 440 |
|
|
2024
Q2 | $482K | Sell |
2,101
-228
| -10% | -$52.3K | 0.03% | 429 |
|
|
2024
Q1 | $549K | Buy |
2,329
+131
| +6% | +$30.9K | 0.03% | 391 |
|
|
2023
Q4 | $483K | Sell |
2,198
-33
| -1% | -$7.25K | 0.03% | 423 |
|
|
2023
Q3 | $435K | Sell |
2,231
-221
| -9% | -$43K | 0.03% | 408 |
|
|
2023
Q2 | $504K | Sell |
2,452
-32
| -1% | -$6.58K | 0.03% | 395 |
|
|
2023
Q1 | $484K | Sell |
2,484
-155
| -6% | -$30.2K | 0.03% | 411 |
|
|
2022
Q4 | $474K | Sell |
2,639
-85
| -3% | -$15.3K | 0.03% | 409 |
|
|
2022
Q3 | $465K | Sell |
2,724
-126
| -4% | -$21.5K | 0.04% | 410 |
|
|
2022
Q2 | $500K | Sell |
2,850
-579
| -17% | -$102K | 0.04% | 412 |
|
|
2022
Q1 | $764K | Sell |
3,429
-493
| -13% | -$110K | 0.05% | 346 |
|
|
2021
Q4 | $999K | Buy |
3,922
+769
| +24% | +$196K | 0.08% | 263 |
|
|
2021
Q3 | $745K | Buy |
3,153
+831
| +36% | +$196K | 0.07% | 257 |
|
|
2021
Q2 | $549K | Sell |
2,322
-41
| -2% | -$9.69K | 0.07% | 283 |
|
|
2021
Q1 | $507K | Buy |
2,363
+16
| +0.7% | +$3.43K | 0.08% | 231 |
|
|
2020
Q4 | $498K | Buy |
2,347
+233
| +11% | +$49.4K | 0.1% | 162 |
|
|
2020
Q3 | $381K | Sell |
2,114
-46
| -2% | -$8.29K | 0.09% | 167 |
|
|
2020
Q2 | $357K | Sell |
2,160
-329
| -13% | -$54.4K | 0.09% | 159 |
|
|
2020
Q1 | $315K | Sell |
2,489
-3,222
| -56% | -$408K | 0.08% | 182 |
|
|
2019
Q4 | $907K | Sell |
5,711
-1,328
| -19% | -$211K | 0.22% | 93 |
|
|
2019
Q3 | $1.04M | Sell |
7,039
-333
| -5% | -$49.3K | 0.27% | 74 |
|
|
2019
Q2 | $1.1M | Sell |
7,372
-5,442
| -42% | -$813K | 0.34% | 59 |
|
|
2019
Q1 | $1.83M | Sell |
12,814
-992
| -7% | -$142K | 0.67% | 36 |
|
|
2018
Q4 | $1.65M | Buy |
+13,806
| New | +$1.65M | 0.96% | 23 |
|