HHGA
Halbert Hargrove Global Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.4K | Sell |
129
-42
| -25% | -$27.8K | ﹤0.01% | 107 |
|
|
2025
Q1 | $92.9K | Buy |
171
+31
| +22% | +$16.8K | 0.01% | 108 |
|
|
2024
Q4 | $87.2K | Buy |
+140
| New | +$87.2K | ﹤0.01% | 104 |
|
|
2023
Q4 | – | Sell |
-596
| Closed | -$247K | – | 100 |
|
|
2023
Q3 | $247K | Sell |
596
-115
| -16% | -$47.7K | 0.02% | 74 |
|
|
2023
Q2 | $314K | Sell |
711
-39
| -5% | -$17.2K | 0.02% | 65 |
|
|
2023
Q1 | $289K | Buy |
750
+1
| +0.1% | +$385 | 0.02% | 111 |
|
|
2022
Q4 | $239K | Buy |
749
+3
| +0.4% | +$958 | 0.02% | 131 |
|
|
2022
Q3 | $229K | Hold |
746
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $244K | Buy |
+746
| New | +$244K | 0.02% | 126 |
|