Halbert Hargrove Global Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Sell |
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|
2025
Q2 | $235K | Hold |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $190K | Sell |
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|
2024
Q3 | $667K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $306K | Buy |
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