HHGA
Halbert Hargrove Global Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
773
| – | – | 0.01% | 67 |
|
|
2025
Q1 | $213K | Buy |
773
+116
| +18% | +$31.9K | 0.01% | 69 |
|
|
2024
Q4 | $190K | Sell |
657
-1,699
| -72% | -$493K | 0.01% | 77 |
|
|
2024
Q3 | $667K | Buy |
+2,356
| New | +$667K | 0.04% | 47 |
|
|
2023
Q4 | – | Sell |
-1,481
| Closed | -$315K | – | 102 |
|
|
2023
Q3 | $315K | Sell |
1,481
-278
| -16% | -$59K | 0.02% | 65 |
|
|
2023
Q2 | $387K | Buy |
1,759
+255
| +17% | +$56.2K | 0.03% | 58 |
|
|
2023
Q1 | $307K | Buy |
1,504
+97
| +7% | +$19.8K | 0.02% | 103 |
|
|
2022
Q4 | $269K | Buy |
1,407
+4
| +0.3% | +$765 | 0.02% | 113 |
|
|
2022
Q3 | $252K | Sell |
1,403
-222
| -14% | -$39.9K | 0.02% | 118 |
|
|
2022
Q2 | $306K | Buy |
+1,625
| New | +$306K | 0.02% | 100 |
|