Halbert Hargrove Global Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Sell	20,743 -15,376	-43%	-$1.6M	0.1%	35
2025 Q4	$3.59M	Sell	36,119 -1,610	-4%	-$160K	0.17%	26
2025 Q3	$3.69M	Sell	37,729 -2,093	-5%	-$194K	0.18%	25
2025 Q2	$3.47M	Sell	39,822 -793	-2%	-$64.5K	0.18%	26
2025 Q1	$3.28M	Buy	40,615 +7,040	+21%	+$618K	0.19%	25
2024 Q4	$3M	Sell	33,575 -989	-3%	-$91.2K	0.17%	26
2024 Q3	$3.09M	Sell	34,564 -1,223	-3%	-$106K	0.17%	26
2024 Q2	$2.93M	Sell	35,787 -278	-0.8%	-$22.7K	0.17%	26
2024 Q1	$3.07M	Sell	36,065 -3,049	-8%	-$246K	0.2%	28
2023 Q4	$3.17M	Buy	39,114 +14,173	+57%	+$1.03M	0.22%	30
2023 Q3	$1.78M	Sell	24,941 -1,458	-6%	-$111K	0.13%	33
2023 Q2	$2M	Buy	26,399 +128	+0.5%	+$9.22K	0.15%	33
2023 Q1	$1.89M	Buy	26,271 +168	+0.6%	+$12.5K	0.13%	35
2022 Q4	$1.84M	Sell	26,103 -994	-4%	-$71.4K	0.13%	36
2022 Q3	$1.8M	Sell	27,097 -2,777	-9%	-$204K	0.14%	36
2022 Q2	$2.04M	Buy	29,874 +15,638	+110%	+$1.16M	0.15%	34
2022 Q1	$1.18M	Buy	14,236 +11,462	+413%	+$943K	0.08%	46
2021 Q4	$249K	Buy	+2,774	New	+$253K	0.02%	133