Gladstone Institutional Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $957K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $939K | Buy |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $867K | Sell |
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|
2023
Q1 | $886K | Buy |
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|
2022
Q4 | $907K | Sell |
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|
2022
Q3 | $803K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $702K | Buy |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $601K | Sell |
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|
2020
Q4 | $561K | Buy |
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|
2020
Q3 | $478K | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $317K | Sell |
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|
2019
Q2 | $711K | Sell |
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|
2019
Q1 | $779K | Sell |
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|
2018
Q4 | $767K | Buy |
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