HHGA
Halbert Hargrove Global Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
218,619
-8,941
| -4% | -$510K | 0.65% | 14 |
|
|
2025
Q1 | $11.6M | Sell |
227,560
-5,619
| -2% | -$286K | 0.65% | 13 |
|
|
2024
Q4 | $11.2M | Sell |
233,179
-2,957
| -1% | -$141K | 0.62% | 14 |
|
|
2024
Q3 | $12.5M | Sell |
236,136
-22,913
| -9% | -$1.21M | 0.68% | 13 |
|
|
2024
Q2 | $12.8M | Sell |
259,049
-3,647
| -1% | -$180K | 0.74% | 13 |
|
|
2024
Q1 | $13.2M | Sell |
262,696
-14,307
| -5% | -$718K | 0.86% | 14 |
|
|
2023
Q4 | $13.3M | Sell |
277,003
-6,213
| -2% | -$298K | 0.91% | 16 |
|
|
2023
Q3 | $12.4M | Sell |
283,216
-1,348
| -0.5% | -$58.9K | 0.92% | 14 |
|
|
2023
Q2 | $13.1M | Buy |
284,564
+4,925
| +2% | +$227K | 0.96% | 14 |
|
|
2023
Q1 | $12.6M | Sell |
279,639
-198
| -0.1% | -$8.94K | 0.86% | 17 |
|
|
2022
Q4 | $11.7M | Buy |
279,837
+23,122
| +9% | +$970K | 0.84% | 17 |
|
|
2022
Q3 | $9.33M | Buy |
256,715
+58,568
| +30% | +$2.13M | 0.72% | 19 |
|
|
2022
Q2 | $8.08M | Buy |
198,147
+26,570
| +15% | +$1.08M | 0.6% | 20 |
|
|
2022
Q1 | $8.24M | Buy |
171,577
+157,068
| +1,083% | +$7.54M | 0.54% | 20 |
|
|
2021
Q4 | $741K | Buy |
+14,509
| New | +$741K | 0.05% | 62 |
|
|
2021
Q3 | – | Sell |
-4,411
| Closed | -$227K | – | 157 |
|
|
2021
Q2 | $227K | Buy |
+4,411
| New | +$227K | 0.01% | 131 |
|