Gladstone Institutional Advisory LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 19.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,982 shares of the company’s stock after purchasing an additional 4,457 […]
Gladstone Institutional Advisory LLC trimmed its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,654 shares of the company’s stock after selling 596 […]
Gladstone Institutional Advisory LLC lessened its position in Bank of America Co. (NYSE:BAC) by 16.6% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 57,181 shares of the financial services provider’s stock after selling 11,376 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Bank of America […]
Gladstone Institutional Advisory LLC cut its position in Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG – Free Report) by 17.7% in the fourth quarter, Holdings Channel reports. The firm owned 11,652 shares of the company’s stock after selling 2,513 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Vanguard Russell 2000 Growth ETF were worth […]
Gladstone Institutional Advisory LLC lessened its stake in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 36.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 85,647 shares of the company’s stock after selling 49,920 shares during the […]