Gladstone Institutional Advisory’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
11,044
+987
| +10% | +$127K | 0.06% | 291 |
|
|
2025
Q1 | $1.17M | Sell |
10,057
-1,088
| -10% | -$126K | 0.05% | 306 |
|
|
2024
Q4 | $1.31M | Buy |
11,145
+503
| +5% | +$59.1K | 0.06% | 291 |
|
|
2024
Q3 | $1.27M | Sell |
10,642
-160
| -1% | -$19.2K | 0.06% | 289 |
|
|
2024
Q2 | $1.22M | Buy |
10,802
+158
| +1% | +$17.8K | 0.06% | 282 |
|
|
2024
Q1 | $1.18M | Buy |
10,644
+498
| +5% | +$55K | 0.06% | 276 |
|
|
2023
Q4 | $1.04M | Buy |
10,146
+480
| +5% | +$49.4K | 0.06% | 281 |
|
|
2023
Q3 | $901K | Buy |
9,666
+366
| +4% | +$34.1K | 0.06% | 280 |
|
|
2023
Q2 | $902K | Buy |
9,300
+14
| +0.2% | +$1.36K | 0.06% | 297 |
|
|
2023
Q1 | $855K | Buy |
9,286
+2,062
| +29% | +$190K | 0.06% | 315 |
|
|
2022
Q4 | $623K | Buy |
7,224
+1
| +0% | +$86 | 0.04% | 356 |
|
|
2022
Q3 | $570K | Buy |
7,223
+3,888
| +117% | +$307K | 0.04% | 370 |
|
|
2022
Q2 | $285K | Buy |
3,335
+282
| +9% | +$24.1K | 0.02% | 516 |
|
|
2022
Q1 | $309K | Sell |
3,053
-721
| -19% | -$73K | 0.02% | 541 |
|
|
2021
Q4 | $405K | Buy |
3,774
+477
| +14% | +$51.2K | 0.03% | 423 |
|
|
2021
Q3 | $336K | Buy |
3,297
+301
| +10% | +$30.7K | 0.03% | 405 |
|
|
2021
Q2 | $310K | Buy |
+2,996
| New | +$310K | 0.04% | 390 |
|