Gladstone Institutional Advisory’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
2,114
-113
| -5% | -$32.2K | 0.02% | 448 |
|
|
2025
Q1 | $572K | Buy |
2,227
+37
| +2% | +$9.51K | 0.03% | 436 |
|
|
2024
Q4 | $591K | Buy |
2,190
+980
| +81% | +$264K | 0.03% | 430 |
|
|
2024
Q3 | $319K | Hold |
1,210
| – | – | 0.02% | 565 |
|
|
2024
Q2 | $302K | Buy |
1,210
+47
| +4% | +$11.7K | 0.02% | 542 |
|
|
2024
Q1 | $279K | Sell |
1,163
-1,208
| -51% | -$290K | 0.02% | 545 |
|
|
2023
Q4 | $517K | Buy |
2,371
+1,200
| +102% | +$262K | 0.03% | 409 |
|
|
2023
Q3 | $229K | Buy |
1,171
+45
| +4% | +$8.81K | 0.01% | 550 |
|
|
2023
Q2 | $228K | Sell |
1,126
-9
| -0.8% | -$1.82K | 0.01% | 574 |
|
|
2023
Q1 | $212K | Sell |
1,135
-2,073
| -65% | -$387K | 0.01% | 601 |
|
|
2022
Q4 | $559K | Buy |
3,208
+1
| +0% | +$174 | 0.04% | 378 |
|
|
2022
Q3 | $525K | Sell |
3,207
-1
| -0% | -$164 | 0.04% | 379 |
|
|
2022
Q2 | $553K | Sell |
3,208
-88
| -3% | -$15.2K | 0.04% | 387 |
|
|
2022
Q1 | $687K | Buy |
3,296
+745
| +29% | +$155K | 0.05% | 363 |
|
|
2021
Q4 | $564K | Buy |
2,551
+21
| +0.8% | +$4.64K | 0.04% | 358 |
|
|
2021
Q3 | $508K | Buy |
+2,530
| New | +$508K | 0.05% | 319 |
|