Halbert Hargrove Global Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Buy |
|
|||||
|
2025
Q2 | $226K | Hold |
|
|||||
|
2025
Q1 | $211K | Hold |
|
|||||
|
2024
Q4 | $229K | Sell |
|
|||||
|
2024
Q3 | $249K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $441K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $544K | Sell |
|
|||||
|
2018
Q3 | $1.05M | Sell |
|
|||||
|
2018
Q2 | $1.47M | Sell |
|
|||||
|
2018
Q1 | $1.44M | Sell |
|
|||||
|
2017
Q4 | $1.46M | Sell |
|
|||||
|
2017
Q3 | $1.42M | Sell |
|
|||||
|
2017
Q2 | $1.36M | Buy |
|
|||||
|
2017
Q1 | $1.33M | Sell |
|
|||||
|
2016
Q4 | $1.35M | Sell |
|
|||||
|
2016
Q3 | $1.29M | Buy |
|
|||||
|
2016
Q2 | $1.07M | Sell |
|
|||||
|
2016
Q1 | $1.99M | Buy |
|
|||||
|
2015
Q4 | $1.86M | Buy |
|
|||||
|
2015
Q3 | $1.48M | Hold |
|
|||||
|
2015
Q2 | $1.66M | Buy |
|
|||||
|
2015
Q1 | $1.66M | Sell |
|
|||||
|
2014
Q4 | $1.71M | Buy |
|
|||||
|
2014
Q3 | $1.6M | Sell |
|
|||||
|
2014
Q2 | $2.47M | Buy |
|
|||||
|
2014
Q1 | $2.36M | Sell |
|
|||||
|
2013
Q4 | $2.35M | Sell |
|
|||||
|
2013
Q3 | $2.27M | Sell |
|
|||||
|
2013
Q2 | $2.11M | Buy |
|