HHGA
Halbert Hargrove Global Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
66
| – | – | ﹤0.01% | 182 |
|
|
2025
Q1 | $17.2K | Hold |
66
| – | – | ﹤0.01% | 197 |
|
|
2024
Q4 | $17.5K | Buy |
+66
| New | +$17.5K | ﹤0.01% | 182 |
|
|
2019
Q1 | – | Sell |
-4,087
| Closed | -$565K | – | 79 |
|
|
2018
Q4 | $565K | Sell |
4,087
-2,339
| -36% | -$323K | 0.13% | 31 |
|
|
2018
Q3 | $1.06M | Sell |
6,426
-1,433
| -18% | -$235K | 0.27% | 16 |
|
|
2018
Q2 | $1.24M | Sell |
7,859
-235
| -3% | -$37K | 0.33% | 13 |
|
|
2018
Q1 | $1.25M | Sell |
8,094
-96
| -1% | -$14.8K | 0.33% | 12 |
|
|
2017
Q4 | $1.27M | Buy |
8,190
+43
| +0.5% | +$6.66K | 0.33% | 17 |
|
|
2017
Q3 | $1.2M | Buy |
8,147
+55
| +0.7% | +$8.09K | 0.33% | 12 |
|
|
2017
Q2 | $1.15M | Sell |
8,092
-20
| -0.2% | -$2.85K | 0.31% | 13 |
|
|
2017
Q1 | $1.13M | Sell |
8,112
-153
| -2% | -$21.3K | 0.29% | 14 |
|
|
2016
Q4 | $1.09M | Buy |
8,265
+40
| +0.5% | +$5.27K | 0.3% | 15 |
|
|
2016
Q3 | $1.07M | Sell |
8,225
-118
| -1% | -$15.3K | 0.3% | 11 |
|
|
2016
Q2 | $1.03M | Sell |
8,343
-7,901
| -49% | -$976K | 0.3% | 12 |
|
|
2016
Q1 | $1.97M | Buy |
16,244
+341
| +2% | +$41.3K | 0.71% | 9 |
|
|
2015
Q4 | $1.91M | Buy |
15,903
+1,649
| +12% | +$198K | 0.82% | 15 |
|
|
2015
Q3 | $1.66M | Buy |
14,254
+138
| +1% | +$16.1K | 0.82% | 8 |
|
|
2015
Q2 | $1.8M | Buy |
14,116
+105
| +0.7% | +$13.4K | 0.44% | 10 |
|
|
2015
Q1 | $1.86M | Sell |
14,011
-776
| -5% | -$103K | 0.6% | 8 |
|
|
2014
Q4 | $1.83M | Buy |
14,787
+123
| +0.8% | +$15.2K | 0.91% | 7 |
|
|
2014
Q3 | $1.72M | Sell |
14,664
-8,731
| -37% | -$1.02M | 0.47% | 12 |
|
|
2014
Q2 | $2.78M | Buy |
23,395
+286
| +1% | +$33.9K | 0.84% | 5 |
|
|
2014
Q1 | $2.63M | Sell |
23,109
-407
| -2% | -$46.2K | 0.81% | 5 |
|
|
2013
Q4 | $2.59M | Buy |
23,516
+153
| +0.7% | +$16.8K | 0.8% | 5 |
|
|
2013
Q3 | $2.39M | Hold |
23,363
| – | – | 0.79% | 5 |
|
|
2013
Q2 | $2.22M | Buy |
+23,363
| New | +$2.22M | 0.81% | 5 |
|