HHGA
Halbert Hargrove Global Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.4M | Buy |
36,927
+2,679
| +8% | +$752K | 0.54% | 16 |
|
2025
Q1 | $8.69M | Sell |
34,248
-2,140
| -6% | -$543K | 0.49% | 15 |
|
2024
Q4 | $9.71M | Sell |
36,388
-5,245
| -13% | -$1.4M | 0.54% | 15 |
|
2024
Q3 | $10.8M | Sell |
41,633
-3,123
| -7% | -$812K | 0.59% | 15 |
|
2024
Q2 | $11M | Sell |
44,756
-4,028
| -8% | -$991K | 0.64% | 15 |
|
2024
Q1 | $11.6M | Sell |
48,784
-4,357
| -8% | -$1.04M | 0.76% | 16 |
|
2023
Q4 | $11.5M | Sell |
53,141
-2,655
| -5% | -$576K | 0.79% | 18 |
|
2023
Q3 | $10.9M | Buy |
55,796
+910
| +2% | +$177K | 0.81% | 17 |
|
2023
Q2 | $11.1M | Sell |
54,886
-636
| -1% | -$128K | 0.81% | 17 |
|
2023
Q1 | $10.3M | Sell |
55,522
-634
| -1% | -$118K | 0.7% | 20 |
|
2022
Q4 | $9.79M | Buy |
56,156
+25,307
| +82% | +$4.41M | 0.7% | 20 |
|
2022
Q3 | $5.04M | Sell |
30,849
-28,292
| -48% | -$4.62M | 0.39% | 25 |
|
2022
Q2 | $10.2M | Buy |
59,141
+29,403
| +99% | +$5.05M | 0.75% | 18 |
|
2022
Q1 | $6.16M | Buy |
29,738
+28,266
| +1,920% | +$5.86M | 0.41% | 23 |
|
2021
Q4 | $322K | Buy |
1,472
+9
| +0.6% | +$1.97K | 0.02% | 105 |
|
2021
Q3 | $293K | Buy |
1,463
+3
| +0.2% | +$601 | 0.02% | 107 |
|
2021
Q2 | $292K | Sell |
1,460
-5
| -0.3% | -$1K | 0.02% | 112 |
|
2021
Q1 | $271K | Buy |
1,465
+3
| +0.2% | +$555 | 0.02% | 97 |
|
2020
Q4 | $256K | Buy |
+1,462
| New | +$256K | 0.02% | 90 |
|