Gladstone Institutional Advisory LLC Vanguard Financial ETF Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 30,733 shares of VFH stock, worth $3.88 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
30,733
Previous 30,596 0.45%
Holding current value
$3.88 Million
Previous $3.36 Million 7.91%
% of portfolio
0.17%
Previous 0.17%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$108.87 - $126.2 $14,915 - $17,289
137 Added 0.45%
30,733 $3.63 Million
Q3 2024

Oct 28, 2024
SELL
$99.27 - $111.21 $58,172 - $65,169
-586 Reduced 1.88%
30,596 $3.36 Million
Q2 2024

Aug 02, 2024
BUY
$95.9 - $103.0 $266,218 - $285,928
2,776 Added 9.77%
31,182 $3.11 Million
Q1 2024

May 14, 2024
SELL
$90.62 - $102.39 $81,558 - $92,151
-900 Reduced 3.07%
28,406 $2.91 Million
Q4 2023

Feb 09, 2024
SELL
$75.97 - $92.67 $6,609 - $8,062
-87 Reduced 0.3%
29,306 $2.7 Million
Q3 2023

Nov 13, 2023
BUY
$80.32 - $86.71 $127,066 - $137,175
1,582 Added 5.69%
29,393 $2.36 Million
Q2 2023

Aug 10, 2023
BUY
$74.65 - $81.49 $44,640 - $48,731
598 Added 2.2%
27,811 $2.26 Million
Q1 2023

May 12, 2023
SELL
$74.95 - $90.64 $45,044 - $54,474
-601 Reduced 2.16%
27,213 $2.12 Million
Q4 2022

Feb 01, 2023
SELL
$74.7 - $88.6 $57,070 - $67,690
-764 Reduced 2.67%
27,814 $2.3 Million
Q3 2022

Jan 27, 2023
SELL
$74.44 - $88.21 $32,902 - $38,988
-442 Reduced 1.52%
28,578 $2.13 Million
Q3 2022

Oct 20, 2022
SELL
$74.44 - $88.21 $32,902 - $38,988
-442 Reduced 1.52%
28,578 $2.13 Million
Q2 2022

Jan 27, 2023
BUY
$75.42 - $93.29 $12,595 - $15,579
167 Added 0.58%
29,020 $2.24 Million
Q2 2022

Aug 15, 2022
BUY
$75.42 - $93.29 $12,595 - $15,579
167 Added 0.58%
29,020 $2.24 Million
Q1 2022

Jan 27, 2023
BUY
$87.26 - $101.75 $118,935 - $138,685
1,363 Added 4.96%
28,853 $2.7 Million
Q1 2022

May 04, 2022
BUY
$87.26 - $101.75 $118,935 - $138,685
1,363 Added 4.96%
28,853 $2.7 Million
Q4 2021

Jan 27, 2023
SELL
$92.72 - $100.95 $100,879 - $109,833
-1,088 Reduced 3.81%
27,490 $2.66 Million
Q4 2021

Feb 11, 2022
BUY
$92.72 - $100.95 $2.55 Million - $2.78 Million
27,490 New
27,490 $2.66 Million

Others Institutions Holding VFH

# of Institutions
762
Shares Held
54.4M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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