Gladstone Institutional Advisory LLC Vanguard Whitehall Fds (Vangua Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 6,742 shares of VYM stock, worth $859,942. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,742
Previous 6,691 0.76%
Holding current value
$859,942
Previous $857,000 0.35%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 29, 2025
BUY
$126.68 - $134.74 $6,460 - $6,871
51 Added 0.76%
6,742 $860,000
Q3 2024

Oct 28, 2024
SELL
$117.9 - $128.2 $244,642 - $266,015
-2,075 Reduced 23.67%
6,691 $857,000
Q2 2024

Aug 02, 2024
BUY
$114.71 - $121.51 $208,657 - $221,026
1,819 Added 26.18%
8,766 $1.04 Million
Q1 2024

May 14, 2024
SELL
$109.98 - $120.99 $161,010 - $177,129
-1,464 Reduced 17.41%
6,947 $840,000
Q4 2023

Feb 09, 2024
BUY
$98.71 - $111.84 $102,855 - $116,537
1,042 Added 14.14%
8,411 $938,000
Q3 2023

Nov 13, 2023
SELL
$103.32 - $110.34 $83,482 - $89,154
-808 Reduced 9.88%
7,369 $761,000
Q2 2023

Aug 10, 2023
SELL
$101.36 - $107.68 $22,197 - $23,581
-219 Reduced 2.61%
8,177 $867,000
Q1 2023

May 12, 2023
BUY
$100.82 - $111.44 $1,109 - $1,225
11 Added 0.13%
8,396 $885,000
Q4 2022

Feb 01, 2023
SELL
$96.14 - $113.15 $7,691 - $9,052
-80 Reduced 0.95%
8,385 $907,000
Q3 2022

Jan 27, 2023
SELL
$94.88 - $110.28 $131,693 - $153,068
-1,388 Reduced 14.09%
8,465 $803,000
Q3 2022

Oct 20, 2022
SELL
$94.88 - $110.28 $131,693 - $153,068
-1,388 Reduced 14.09%
8,465 $803,000
Q2 2022

Jan 27, 2023
BUY
$99.2 - $114.57 $10,118 - $11,686
102 Added 1.05%
9,853 $1 Million
Q2 2022

Aug 15, 2022
BUY
$99.2 - $114.57 $10,118 - $11,686
102 Added 1.05%
9,853 $1 Million
Q1 2022

Jan 27, 2023
BUY
$107.24 - $115.01 $282,577 - $303,051
2,635 Added 37.03%
9,751 $1.1 Million
Q1 2022

May 04, 2022
BUY
$107.24 - $115.01 $282,577 - $303,051
2,635 Added 37.03%
9,751 $1.1 Million
Q4 2021

Jan 27, 2023
BUY
$104.33 - $112.16 $33,594 - $36,115
322 Added 4.74%
7,116 $798,000
Q4 2021

Feb 11, 2022
BUY
$104.33 - $112.16 $33,594 - $36,115
322 Added 4.74%
7,116 $798,000
Q3 2021

Jan 27, 2023
BUY
$102.3 - $108.36 $83,169 - $88,096
813 Added 13.59%
6,794 $702,000
Q3 2021

Nov 15, 2021
BUY
$102.3 - $108.36 $83,169 - $88,096
813 Added 13.59%
6,794 $702,000
Q2 2021

Jan 27, 2023
BUY
$101.6 - $107.95 $3,860 - $4,102
38 Added 0.64%
5,981 $627,000
Q2 2021

Aug 13, 2021
BUY
$101.6 - $107.95 $3,860 - $4,102
38 Added 0.64%
5,981 $627,000
Q1 2021

Jan 27, 2023
SELL
$90.4 - $101.83 $17,176 - $19,347
-190 Reduced 3.1%
5,943 $601,000
Q1 2021

May 17, 2021
SELL
$90.4 - $101.83 $17,176 - $19,347
-190 Reduced 3.1%
5,943 $601,000
Q4 2020

Jan 27, 2023
BUY
$78.88 - $92.1 $17,748 - $20,722
225 Added 3.81%
6,133 $561,000
Q4 2020

Feb 16, 2021
BUY
$78.88 - $92.1 $17,748 - $20,722
225 Added 3.81%
6,133 $561,000
Q3 2020

Jan 27, 2023
SELL
$77.57 - $85.18 $198,346 - $217,805
-2,557 Reduced 30.21%
5,908 $478,000
Q3 2020

Nov 16, 2020
SELL
$77.57 - $85.18 $23,115 - $25,383
-298 Reduced 4.8%
5,908 $478,000
Q2 2020

Aug 17, 2020
BUY
$67.79 - $86.78 $44,605 - $57,101
658 Added 11.86%
6,206 $489,000
Q1 2020

May 14, 2020
BUY
$60.97 - $94.78 $125,110 - $194,488
2,052 Added 58.7%
5,548 $393,000
Q4 2019

Feb 12, 2020
SELL
$85.84 - $94.47 $6,781 - $7,463
-79 Reduced 2.21%
3,496 $328,000
Q3 2019

Nov 13, 2019
SELL
$88.2 - $89.75 $402,192 - $409,260
-4,560 Reduced 56.05%
3,575 $317,000
Q2 2019

Aug 14, 2019
SELL
N/A
-959 Reduced 10.55%
8,135 $711,000
Q1 2019

May 10, 2019
SELL
N/A
-744 Reduced 7.56%
9,094 $779,000
Q4 2018

Feb 13, 2019
BUY
N/A
9,838 New
9,838 $767,000

Others Institutions Holding VYM

# of Institutions
1,965
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email