HHGA
Halbert Hargrove Global Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
1,239
-19
| -2% | -$2.53K | 0.01% | 82 |
|
|
2025
Q1 | $162K | Buy |
1,258
+50
| +4% | +$6.45K | 0.01% | 82 |
|
|
2024
Q4 | $154K | Buy |
+1,208
| New | +$154K | 0.01% | 82 |
|
|
2024
Q1 | – | Sell |
-3,590
| Closed | -$401K | – | 101 |
|
|
2023
Q4 | $401K | Sell |
3,590
-2,400
| -40% | -$268K | 0.03% | 63 |
|
|
2023
Q3 | $619K | Sell |
5,990
-463
| -7% | -$47.8K | 0.05% | 50 |
|
|
2023
Q2 | $684K | Buy |
6,453
+788
| +14% | +$83.6K | 0.05% | 46 |
|
|
2023
Q1 | $598K | Buy |
5,665
+931
| +20% | +$98.2K | 0.04% | 66 |
|
|
2022
Q4 | $512K | Buy |
4,734
+682
| +17% | +$73.8K | 0.04% | 73 |
|
|
2022
Q3 | $385K | Buy |
4,052
+30
| +0.7% | +$2.85K | 0.03% | 83 |
|
|
2022
Q2 | $409K | Buy |
4,022
+34
| +0.9% | +$3.46K | 0.03% | 76 |
|
|
2022
Q1 | $448K | Buy |
3,988
+23
| +0.6% | +$2.58K | 0.03% | 78 |
|
|
2021
Q4 | $445K | Buy |
3,965
+33
| +0.8% | +$3.7K | 0.03% | 78 |
|
|
2021
Q3 | $406K | Buy |
3,932
+29
| +0.7% | +$2.99K | 0.03% | 75 |
|
|
2021
Q2 | $409K | Buy |
3,903
+278
| +8% | +$29.1K | 0.03% | 79 |
|
|
2021
Q1 | $366K | Buy |
+3,625
| New | +$366K | 0.03% | 76 |
|