A detailed history of Gladstone Institutional Advisory LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 10,642 shares of VT stock, worth $1.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,642
Previous 10,802 1.48%
Holding current value
$1.27 Million
Previous $1.22 Million 4.69%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$107.72 - $119.96 $17,235 - $19,193
-160 Reduced 1.48%
10,642 $1.27 Million
Q2 2024

Aug 02, 2024

BUY
$104.94 - $113.51 $16,580 - $17,934
158 Added 1.48%
10,802 $1.22 Million
Q1 2024

May 14, 2024

BUY
$100.68 - $110.5 $50,138 - $55,029
498 Added 4.91%
10,644 $1.18 Million
Q4 2023

Feb 09, 2024

BUY
$88.97 - $103.1 $42,705 - $49,488
480 Added 4.97%
10,146 $1.04 Million
Q3 2023

Nov 13, 2023

BUY
$92.79 - $100.59 $33,961 - $36,815
366 Added 3.94%
9,666 $900,000
Q2 2023

Aug 10, 2023

BUY
$91.33 - $98.06 $1,278 - $1,372
14 Added 0.15%
9,300 $901,000
Q1 2023

May 12, 2023

BUY
$86.24 - $94.55 $177,826 - $194,962
2,062 Added 28.54%
9,286 $855,000
Q4 2022

Feb 01, 2023

BUY
$78.67 - $91.07 $78 - $91
1 Added 0.01%
7,224 $622,000
Q3 2022

Jan 27, 2023

BUY
$78.88 - $94.48 $306,685 - $367,338
3,888 Added 116.58%
7,223 $570,000
Q3 2022

Oct 20, 2022

BUY
$78.88 - $94.48 $306,685 - $367,338
3,888 Added 116.58%
7,223 $570,000
Q2 2022

Jan 27, 2023

BUY
$83.88 - $102.77 $23,654 - $28,981
282 Added 9.24%
3,335 $285,000
Q2 2022

Aug 15, 2022

BUY
$83.88 - $102.77 $23,654 - $28,981
282 Added 9.24%
3,335 $285,000
Q1 2022

Jan 27, 2023

SELL
$93.8 - $108.09 $67,629 - $77,932
-721 Reduced 19.1%
3,053 $309,000
Q1 2022

May 04, 2022

SELL
$93.8 - $108.09 $67,629 - $77,932
-721 Reduced 19.1%
3,053 $309,000
Q4 2021

Jan 27, 2023

BUY
$101.45 - $109.23 $48,391 - $52,102
477 Added 14.47%
3,774 $405,000
Q4 2021

Feb 11, 2022

BUY
$101.45 - $109.23 $48,391 - $52,102
477 Added 14.47%
3,774 $405,000
Q3 2021

Jan 27, 2023

BUY
$101.52 - $107.65 $30,557 - $32,402
301 Added 10.05%
3,297 $336,000
Q3 2021

Nov 15, 2021

BUY
$101.52 - $107.65 $30,557 - $32,402
301 Added 10.05%
3,297 $336,000
Q2 2021

Jan 27, 2023

SELL
$98.57 - $104.51 $416,655 - $441,763
-4,227 Reduced 58.52%
2,996 $310,000
Q2 2021

Aug 13, 2021

BUY
$98.57 - $104.51 $295,315 - $313,111
2,996 New
2,996 $310,000

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.