HHGA
Halbert Hargrove Global Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
4,530
-4,671
| -51% | -$512K | 0.03% | 49 |
|
|
2025
Q1 | $901K | Sell |
9,201
-833
| -8% | -$81.6K | 0.05% | 39 |
|
|
2024
Q4 | $1.05M | Sell |
10,034
-86
| -0.8% | -$9.02K | 0.06% | 39 |
|
|
2024
Q3 | $1.03M | Sell |
10,120
-138
| -1% | -$14K | 0.06% | 38 |
|
|
2024
Q2 | $991K | Sell |
10,258
-408
| -4% | -$39.4K | 0.06% | 39 |
|
|
2024
Q1 | $994K | Sell |
10,666
-10
| -0.1% | -$932 | 0.07% | 41 |
|
|
2023
Q4 | $908K | Sell |
10,676
-329
| -3% | -$28K | 0.06% | 46 |
|
|
2023
Q3 | $828K | Sell |
11,005
-387
| -3% | -$29.1K | 0.06% | 42 |
|
|
2023
Q2 | $893K | Sell |
11,392
-516
| -4% | -$40.4K | 0.07% | 39 |
|
|
2023
Q1 | $854K | Sell |
11,908
-160
| -1% | -$11.5K | 0.06% | 53 |
|
|
2022
Q4 | $795K | Sell |
12,068
-2,183
| -15% | -$144K | 0.06% | 52 |
|
|
2022
Q3 | $897K | Sell |
14,251
-6
| -0% | -$378 | 0.07% | 46 |
|
|
2022
Q2 | $947K | Buy |
14,257
+3,479
| +32% | +$231K | 0.07% | 49 |
|
|
2022
Q1 | $874K | Sell |
10,778
-181
| -2% | -$14.7K | 0.06% | 56 |
|
|
2021
Q4 | $963K | Sell |
10,959
-56
| -0.5% | -$4.92K | 0.06% | 54 |
|
|
2021
Q3 | $882K | Buy |
11,015
+17
| +0.2% | +$1.36K | 0.06% | 48 |
|
|
2021
Q2 | $880K | Sell |
10,998
-143
| -1% | -$11.4K | 0.06% | 48 |
|
|
2021
Q1 | $822K | Buy |
11,141
+20
| +0.2% | +$1.48K | 0.06% | 44 |
|
|
2020
Q4 | $780K | Sell |
11,121
-8,687
| -44% | -$609K | 0.06% | 39 |
|
|
2020
Q3 | $1.22M | Buy |
19,808
+56
| +0.3% | +$3.46K | 0.12% | 26 |
|
|
2020
Q2 | $1.11M | Buy |
19,752
+933
| +5% | +$52.6K | 0.16% | 25 |
|
|
2020
Q1 | $862K | Buy |
+18,819
| New | +$862K | 0.15% | 24 |
|