Halbert Hargrove Global Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Buy |
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|
2025
Q2 | $18.6K | Hold |
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|
2025
Q1 | $17.2K | Hold |
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|
2024
Q4 | $17.5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $565K | Sell |
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|
2018
Q3 | $1.05M | Sell |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.2M | Buy |
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|
2017
Q2 | $1.15M | Sell |
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|
2017
Q1 | $1.13M | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.03M | Sell |
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|
2016
Q1 | $1.97M | Buy |
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|
2015
Q4 | $1.91M | Buy |
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|
2015
Q3 | $1.66M | Buy |
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|
2015
Q2 | $1.8M | Buy |
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|
2015
Q1 | $1.86M | Sell |
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|
2014
Q4 | $1.83M | Buy |
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|
2014
Q3 | $1.72M | Sell |
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|
2014
Q2 | $2.78M | Buy |
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|
2014
Q1 | $2.63M | Sell |
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|
2013
Q4 | $2.59M | Buy |
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|
2013
Q3 | $2.39M | Hold |
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|
2013
Q2 | $2.22M | Buy |
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