GIA
Gladstone Institutional Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Buy |
30,262
+475
| +2% | +$144K | 0.38% | 53 |
|
|
2025
Q1 | $8.19M | Buy |
29,787
+4,417
| +17% | +$1.21M | 0.38% | 58 |
|
|
2024
Q4 | $7.35M | Buy |
25,370
+14,573
| +135% | +$4.22M | 0.34% | 66 |
|
|
2024
Q3 | $3.06M | Sell |
10,797
-1,132
| -9% | -$321K | 0.15% | 165 |
|
|
2024
Q2 | $3.19M | Buy |
11,929
+815
| +7% | +$218K | 0.17% | 157 |
|
|
2024
Q1 | $2.89M | Sell |
11,114
-425
| -4% | -$110K | 0.16% | 170 |
|
|
2023
Q4 | $2.74M | Buy |
11,539
+1,057
| +10% | +$251K | 0.15% | 167 |
|
|
2023
Q3 | $2.23M | Sell |
10,482
-689
| -6% | -$146K | 0.14% | 177 |
|
|
2023
Q2 | $2.46M | Sell |
11,171
-1,056
| -9% | -$233K | 0.15% | 171 |
|
|
2023
Q1 | $2.5M | Sell |
12,227
-2,330
| -16% | -$476K | 0.16% | 171 |
|
|
2022
Q4 | $2.78M | Sell |
14,557
-2,233
| -13% | -$427K | 0.2% | 150 |
|
|
2022
Q3 | $3.01M | Sell |
16,790
-1,065
| -6% | -$191K | 0.24% | 105 |
|
|
2022
Q2 | $3.37M | Sell |
17,855
-4,713
| -21% | -$889K | 0.27% | 90 |
|
|
2022
Q1 | $5.14M | Buy |
22,568
+1,097
| +5% | +$250K | 0.35% | 70 |
|
|
2021
Q4 | $5.18M | Sell |
21,471
-299
| -1% | -$72.2K | 0.4% | 67 |
|
|
2021
Q3 | $4.83M | Sell |
21,770
-1,635
| -7% | -$363K | 0.47% | 49 |
|
|
2021
Q2 | $5.22M | Sell |
23,405
-396
| -2% | -$88.2K | 0.62% | 36 |
|
|
2021
Q1 | $4.92M | Sell |
23,801
-563
| -2% | -$116K | 0.76% | 31 |
|
|
2020
Q4 | $4.74M | Sell |
24,364
-1,782
| -7% | -$347K | 0.94% | 26 |
|
|
2020
Q3 | $4.45M | Buy |
26,146
+1,206
| +5% | +$205K | 1.06% | 21 |
|
|
2020
Q2 | $3.9M | Sell |
24,940
-32,604
| -57% | -$5.1M | 0.99% | 26 |
|
|
2020
Q1 | $7.42M | Buy |
57,544
+17,009
| +42% | +$2.19M | 1.91% | 11 |
|
|
2019
Q4 | $6.63M | Sell |
40,535
-3,155
| -7% | -$516K | 1.63% | 15 |
|
|
2019
Q3 | $6.6M | Sell |
43,690
-14,258
| -25% | -$2.15M | 1.68% | 14 |
|
|
2019
Q2 | $8.7M | Buy |
57,948
+15,019
| +35% | +$2.25M | 2.65% | 6 |
|
|
2019
Q1 | $6.21M | Sell |
42,929
-15,734
| -27% | -$2.28M | 2.28% | 11 |
|
|
2018
Q4 | $7.49M | Buy |
+58,663
| New | +$7.49M | 4.36% | 3 |
|