Halbert Hargrove Global Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Hold |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $737K | Buy |
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|
2022
Q4 | $728K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.25M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.84M | Sell |
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|
2018
Q3 | $2.71M | Buy |
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|
2018
Q2 | $2.68M | Buy |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $1.52M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.19M | Sell |
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|
2016
Q1 | $2.5M | Sell |
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|
2015
Q4 | $2.46M | Buy |
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|
2015
Q3 | $2.3M | Buy |
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|
2015
Q2 | $2.23M | Buy |
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|
2015
Q1 | $2.48M | Sell |
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|
2014
Q4 | $2.43M | Sell |
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|
2014
Q3 | $2.18M | Buy |
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|
2014
Q2 | $2.24M | Sell |
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|
2014
Q1 | $2.16M | Buy |
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|
2013
Q4 | $1.95M | Buy |
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|
2013
Q3 | $1.88M | Buy |
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|
2013
Q2 | $1.83M | Buy |
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