HHGA
Halbert Hargrove Global Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
14,581
-2,663
| -15% | -$132K | 0.04% | 42 |
|
|
2025
Q1 | $780K | Buy |
17,244
+513
| +3% | +$23.2K | 0.04% | 44 |
|
|
2024
Q4 | $737K | Sell |
16,731
-866
| -5% | -$38.1K | 0.04% | 45 |
|
|
2024
Q3 | $842K | Buy |
17,597
+5,480
| +45% | +$262K | 0.05% | 44 |
|
|
2024
Q2 | $530K | Sell |
12,117
-300
| -2% | -$13.1K | 0.03% | 49 |
|
|
2024
Q1 | $519K | Buy |
12,417
+1,177
| +10% | +$49.2K | 0.03% | 54 |
|
|
2023
Q4 | $462K | Buy |
11,240
+940
| +9% | +$38.6K | 0.03% | 57 |
|
|
2023
Q3 | $404K | Sell |
10,300
-554
| -5% | -$21.7K | 0.03% | 59 |
|
|
2023
Q2 | $442K | Buy |
10,854
+591
| +6% | +$24K | 0.03% | 53 |
|
|
2023
Q1 | $415K | Sell |
10,263
-5,830
| -36% | -$236K | 0.03% | 83 |
|
|
2022
Q4 | $627K | Sell |
16,093
-61
| -0.4% | -$2.38K | 0.04% | 64 |
|
|
2022
Q3 | $589K | Buy |
+16,154
| New | +$589K | 0.05% | 64 |
|
|
2019
Q1 | – | Sell |
-31,426
| Closed | -$1.2M | – | 80 |
|
|
2018
Q4 | $1.2M | Sell |
31,426
-12,761
| -29% | -$486K | 0.28% | 24 |
|
|
2018
Q3 | $1.81M | Hold |
44,187
| – | – | 0.47% | 12 |
|
|
2018
Q2 | $1.87M | Buy |
44,187
+9,265
| +27% | +$391K | 0.49% | 10 |
|
|
2018
Q1 | $1.64M | Sell |
34,922
-3,233
| -8% | -$152K | 0.44% | 9 |
|
|
2017
Q4 | $1.75M | Buy |
38,155
+8,366
| +28% | +$384K | 0.46% | 11 |
|
|
2017
Q3 | $1.3M | Sell |
29,789
-1,459
| -5% | -$63.6K | 0.36% | 10 |
|
|
2017
Q2 | $1.28M | Buy |
31,248
+191
| +0.6% | +$7.8K | 0.34% | 11 |
|
|
2017
Q1 | $1.23M | Buy |
31,057
+104
| +0.3% | +$4.13K | 0.31% | 11 |
|
|
2016
Q4 | $1.11M | Sell |
30,953
-1,889
| -6% | -$67.6K | 0.31% | 14 |
|
|
2016
Q3 | $1.24M | Buy |
32,842
+17
| +0.1% | +$640 | 0.35% | 9 |
|
|
2016
Q2 | $1.16M | Sell |
32,825
-27,539
| -46% | -$970K | 0.33% | 10 |
|
|
2016
Q1 | $2.09M | Buy |
60,364
+562
| +0.9% | +$19.4K | 0.75% | 7 |
|
|
2015
Q4 | $1.96M | Buy |
59,802
+7,124
| +14% | +$233K | 0.84% | 14 |
|
|
2015
Q3 | $1.74M | Buy |
52,678
+16,059
| +44% | +$531K | 0.86% | 7 |
|
|
2015
Q2 | $1.5M | Sell |
36,619
-490
| -1% | -$20K | 0.36% | 18 |
|
|
2015
Q1 | $1.52M | Buy |
37,109
+2,078
| +6% | +$84.9K | 0.49% | 16 |
|
|
2014
Q4 | $1.4M | Buy |
35,031
+645
| +2% | +$25.8K | 0.7% | 12 |
|
|
2014
Q3 | $1.43M | Buy |
34,386
+432
| +1% | +$18K | 0.4% | 21 |
|
|
2014
Q2 | $1.46M | Buy |
33,954
+4,070
| +14% | +$175K | 0.44% | 11 |
|
|
2014
Q1 | $1.21M | Buy |
29,884
+1,807
| +6% | +$73.3K | 0.37% | 12 |
|
|
2013
Q4 | $1.16M | Buy |
28,077
+459
| +2% | +$18.9K | 0.36% | 13 |
|
|
2013
Q3 | $1.11M | Buy |
27,618
+2,833
| +11% | +$114K | 0.37% | 14 |
|
|
2013
Q2 | $962K | Buy |
+24,785
| New | +$962K | 0.35% | 14 |
|