HHGA
Halbert Hargrove Global Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
7,533
-213
| -3% | -$28.6K | 0.05% | 38 |
|
|
2025
Q1 | $895K | Sell |
7,746
-845
| -10% | -$97.7K | 0.05% | 40 |
|
|
2024
Q4 | $983K | Sell |
8,591
-131
| -2% | -$15K | 0.05% | 42 |
|
|
2024
Q3 | $1.1M | Sell |
8,722
-882
| -9% | -$111K | 0.06% | 37 |
|
|
2024
Q2 | $1.13M | Sell |
9,604
-1,211
| -11% | -$142K | 0.07% | 36 |
|
|
2024
Q1 | $1.26M | Sell |
10,815
-179
| -2% | -$20.9K | 0.08% | 37 |
|
|
2023
Q4 | $1.26M | Sell |
10,994
-390
| -3% | -$44.9K | 0.09% | 38 |
|
|
2023
Q3 | $1.21M | Sell |
11,384
-173
| -1% | -$18.4K | 0.09% | 35 |
|
|
2023
Q2 | $1.28M | Buy |
11,557
+38
| +0.3% | +$4.2K | 0.09% | 33 |
|
|
2023
Q1 | $1.26M | Sell |
11,519
-1,764
| -13% | -$193K | 0.09% | 40 |
|
|
2022
Q4 | $1.37M | Sell |
13,283
-1,003
| -7% | -$103K | 0.1% | 37 |
|
|
2022
Q3 | $1.33M | Buy |
14,286
+3,934
| +38% | +$365K | 0.1% | 37 |
|
|
2022
Q2 | $1.07M | Buy |
10,352
+7,674
| +287% | +$792K | 0.08% | 41 |
|
|
2022
Q1 | $332K | Buy |
+2,678
| New | +$332K | 0.02% | 101 |
|