Halbert Hargrove Global Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
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|
2025
Q2 | $104K | Sell |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $722K | Hold |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $780K | Hold |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $741K | Hold |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $785K | Hold |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $720K | Buy |
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|
2022
Q1 | $806K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $11K | Buy |
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