Halbert Hargrove Global Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Sell |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $352K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $31K | Buy |
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