Gladstone Institutional Advisory’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Buy |
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|
2025
Q2 | $603K | Sell |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $508K | Buy |
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