Halbert Hargrove Global Advisors, LLC Vanguard Dividend Appreciation Transaction History

Halbert Hargrove Global Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$150.16 - $171.16 $58,111 - $66,238	387 Added 23.15%	2,059 $350,000
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $1,243 - $1,335	8 Added 0.48%	1,672 $259,000
Q1 2023 Apr 25, 2023	BUY	$147.24 - $158.33 $1,177 - $1,266	8 Added 0.48%	1,664 $256,000
Q4 2022 Jan 25, 2023	BUY	$144.84 - $158.71 $1,448 - $1,587	10 Added 0.61%	1,656 $0
Q3 2022 Oct 24, 2022	BUY	N/A	8 Added 0.49%	1,646 $222,000
Q2 2022 Aug 05, 2022	SELL	N/A	-2,001 Reduced 54.99%	1,638 $235,000
Q1 2022 May 13, 2022	BUY	N/A	2,015 Added 124.08%	3,639 $590,000
Q4 2021 Feb 14, 2022	BUY	N/A	7 Added 0.43%	1,624 $279,000
Q3 2021 Oct 29, 2021	BUY	N/A	8 Added 0.5%	1,617 $248,000
Q2 2021 Jul 29, 2021	BUY	N/A	7 Added 0.44%	1,609 $249,000
Q1 2021 May 06, 2021	BUY	N/A	1,602 New	1,602 $236,000

2,250

204M

463K

229K

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