GIA
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Gladstone Institutional Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Gladstone Institutional Advisory’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Sell
1,219
-150
-11% -$26.5K 0.01% 695
2025
Q1 		$234K Buy
1,369
+17
+1% +$2.9K 0.01% 647
2024
Q4 		$221K Hold
1,352
– – 0.01% 653
2024
Q3 		$235K Buy
+1,352
New +$235K 0.01% 623