HHGA
Halbert Hargrove Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
873
-793
| -48% | -$451K | 0.03% | 50 |
|
|
2025
Q1 | $856K | Buy |
1,666
+820
| +97% | +$422K | 0.05% | 43 |
|
|
2024
Q4 | $456K | Sell |
846
-328
| -28% | -$177K | 0.03% | 52 |
|
|
2024
Q3 | $620K | Buy |
1,174
+724
| +161% | +$382K | 0.03% | 49 |
|
|
2024
Q2 | $225K | Buy |
450
+8
| +2% | +$4K | 0.01% | 71 |
|
|
2024
Q1 | $213K | Sell |
442
-92
| -17% | -$44.2K | 0.01% | 79 |
|
|
2023
Q4 | $233K | Buy |
+534
| New | +$233K | 0.02% | 80 |
|
|
2022
Q2 | – | Sell |
-546
| Closed | -$227K | – | 166 |
|
|
2022
Q1 | $227K | Sell |
546
-169
| -24% | -$70.3K | 0.02% | 143 |
|
|
2021
Q4 | $312K | Buy |
715
+2
| +0.3% | +$873 | 0.02% | 107 |
|
|
2021
Q3 | $281K | Buy |
713
+1
| +0.1% | +$394 | 0.02% | 112 |
|
|
2021
Q2 | $280K | Buy |
712
+94
| +15% | +$37K | 0.02% | 114 |
|
|
2021
Q1 | $225K | Buy |
+618
| New | +$225K | 0.02% | 114 |
|