HHGA
Halbert Hargrove Global Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
890
-11
| -1% | -$4.83K | 0.02% | 55 |
|
|
2025
Q1 | $334K | Buy |
901
+6
| +0.7% | +$2.23K | 0.02% | 56 |
|
|
2024
Q4 | $367K | Sell |
895
-4
| -0.4% | -$1.64K | 0.02% | 57 |
|
|
2024
Q3 | $345K | Sell |
899
-305
| -25% | -$117K | 0.02% | 57 |
|
|
2024
Q2 | $450K | Hold |
1,204
| – | – | 0.03% | 52 |
|
|
2024
Q1 | $415K | Sell |
1,204
-129
| -10% | -$44.4K | 0.03% | 58 |
|
|
2023
Q4 | $415K | Sell |
1,333
-5
| -0.4% | -$1.56K | 0.03% | 60 |
|
|
2023
Q3 | $364K | Sell |
1,338
-8
| -0.6% | -$2.18K | 0.03% | 63 |
|
|
2023
Q2 | $381K | Sell |
1,346
-9
| -0.7% | -$2.55K | 0.03% | 60 |
|
|
2023
Q1 | $338K | Sell |
1,355
-191
| -12% | -$47.7K | 0.02% | 96 |
|
|
2022
Q4 | $329K | Buy |
1,546
+306
| +25% | +$65.2K | 0.02% | 96 |
|
|
2022
Q3 | $265K | Buy |
1,240
+12
| +1% | +$2.57K | 0.02% | 115 |
|
|
2022
Q2 | $274K | Sell |
1,228
-100
| -8% | -$22.3K | 0.02% | 114 |
|
|
2022
Q1 | $382K | Buy |
1,328
+100
| +8% | +$28.8K | 0.03% | 89 |
|
|
2021
Q4 | $394K | Hold |
1,228
| – | – | 0.03% | 89 |
|
|
2021
Q3 | $356K | Hold |
1,228
| – | – | 0.02% | 85 |
|
|
2021
Q2 | $352K | Buy |
+1,228
| New | +$352K | 0.02% | 90 |
|
|
2014
Q2 | – | Sell |
-330
| Closed | -$31K | – | 141 |
|
|
2014
Q1 | $31K | Buy |
+330
| New | +$31K | 0.01% | 122 |
|