Halbert Hargrove Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $630K | Buy |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $856K | Buy |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $225K | Buy |
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