Halbert Hargrove Global Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Halbert Hargrove Global Advisors, LLC

$1.81 Billion
Q3 2024

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,174 shares of VOO stock, worth $640,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,174

Previous 450 160.89%

Holding current value

$640,581

Previous $225,000 175.11%

% of portfolio

0.03%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $344,044 - $382,054	724 Added 160.89%	1,174 $619,000
Q2 2024 Jul 26, 2024	BUY	$455.1 - $504.28 $3,640 - $4,034	8 Added 1.81%	450 $225,000
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $39,507 - $44,284	-92 Reduced 17.23%	442 $212,000
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $201,488 - $233,993	534 New	534 $233,000
Q2 2022 Aug 05, 2022	SELL	$337.07 - $419.85 $184,040 - $229,238	-546 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$382.7 - $439.25 $64,676 - $74,233	-169 Reduced 23.64%	546 $227,000
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $788 - $878	2 Added 0.28%	715 $312,000
Q3 2021 Oct 29, 2021	BUY	$390.68 - $416.73 $390 - $416	1 Added 0.14%	713 $281,000
Q2 2021 Jul 29, 2021	BUY	$368.16 - $394.32 $34,607 - $37,066	94 Added 15.21%	712 $280,000
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $209,520 - $225,718	618 New	618 $225,000

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Account

Halbert Hargrove Global Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History