Halbert Hargrove Global Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,059	Closed	-$351K	–	115
2023 Q4	$351K	Buy	2,059 +387	+23%	+$62.3K	0.02%	71
2023 Q3	$260K	Buy	1,672 +8	+0.5%	+$1.3K	0.02%	76
2023 Q2	$270K	Hold	1,664	–	–	0.02%	72
2023 Q1	$256K	Buy	1,664 +8	+0.5%	+$1.23K	0.02%	130
2022 Q4	$251K	Buy	1,656 +10	+0.6%	+$1.49K	0.02%	131
2022 Q3	$222K	Buy	1,646 +8	+0.5%	+$1.19K	0.02%	140
2022 Q2	$235K	Sell	1,638 -2,001	-55%	-$305K	0.02%	136
2022 Q1	$590K	Buy	3,639 +2,015	+124%	+$325K	0.04%	73
2021 Q4	$279K	Buy	1,624 +7	+0.4%	+$1.15K	0.02%	126
2021 Q3	$248K	Buy	1,617 +8	+0.5%	+$1.27K	0.02%	121
2021 Q2	$249K	Buy	1,609 +7	+0.4%	+$1.07K	0.02%	128
2021 Q1	$236K	Buy	+1,602	New	+$228K	0.02%	113

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Halbert Hargrove Global Advisors's VIG Position: Q1 2024 in Review

Halbert Hargrove Global Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 2,059 shares — an estimated $351K sold.

Halbert Hargrove Global Advisors first reported a position in VIG in Q1 2021 and held it in 12 quarters. The position peaked at $590K in Q1 2022. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Halbert Hargrove Global Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 2,059 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $351K.
Halbert Hargrove Global Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and held it in 12 quarters.
Halbert Hargrove Global Advisors's Vanguard Dividend Appreciation ETF position peaked at $590K in Q1 2022.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.