Halbert Hargrove Global Advisors, LLC Vanguard Specialized Funds Van Transaction History

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,239 shares of VNQ stock, worth $111,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,239
Previous 1,239 -0.0%
Holding current value
$111,002
Previous $110,000 2.73%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$79.79 - $91.42 $7,899 - $9,050
-99 Reduced 7.4%
1,239 $110,000
Q1 2025

Apr 17, 2025
BUY
$85.55 - $94.34 $10,608 - $11,698
124 Added 9.27%
1,462 $131,000
Q4 2024

Jul 17, 2025
SELL
$87.85 - $98.6 $10,893 - $12,226
-124 Reduced 8.48%
1,338 $119,000
Q4 2024

Feb 05, 2025
BUY
$87.85 - $98.6 $117,543 - $131,926
1,338 New
1,338 $119,000
Q1 2024

Apr 17, 2024
SELL
$82.58 - $89.12 $330 - $356
-4 Reduced 0.11%
3,777 $326,000
Q4 2023

Jan 23, 2024
SELL
$71.05 - $89.54 $372,373 - $469,279
-5,241 Reduced 58.09%
3,781 $334,000
Q3 2023

Oct 13, 2023
BUY
$75.44 - $86.89 $28,516 - $32,844
378 Added 4.37%
9,022 $682,000
Q2 2023

Aug 14, 2023
SELL
$78.4 - $83.98 $18,110 - $19,399
-231 Reduced 2.6%
8,644 $722,000
Q1 2023

Apr 25, 2023
BUY
$77.59 - $93.7 $3,491 - $4,216
45 Added 0.51%
8,875 $736,000
Q4 2022

Jan 25, 2023
BUY
$76.14 - $88.09 $353,594 - $409,089
4,644 Added 110.94%
8,830 $0
Q3 2022

Oct 24, 2022
BUY
$79.28 - $102.13 $66,753 - $85,993
842 Added 25.18%
4,186 $336,000
Q2 2022

Aug 05, 2022
BUY
$87.04 - $112.5 $291,061 - $376,200
3,344 New
3,344 $305,000
Q3 2021

Oct 29, 2021
SELL
$101.78 - $110.92 $2.25 Million - $2.45 Million
-22,058 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$93.53 - $105.5 $2.06 Million - $2.33 Million
22,058 New
22,058 $2.25 Million
Q1 2020

May 01, 2020
SELL
$56.91 - $99.57 $124,803 - $218,357
-2,193 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$90.14 - $95.25 $197,677 - $208,883
2,193 New
2,193 $203,000
Q1 2019

May 13, 2019
SELL
N/A
-24,660 Closed
0 $0
Q4 2018

Feb 11, 2019
SELL
N/A
-8,967 Reduced 26.67%
24,660 $1.84 Million
Q3 2018

Oct 31, 2018
BUY
N/A
770 Added 2.34%
33,627 $2.71 Million
Q2 2018

Aug 10, 2018
BUY
N/A
7,997 Added 32.17%
32,857 $2.68 Million
Q1 2018

May 01, 2018
BUY
N/A
6,521 Added 35.56%
24,860 $1.88 Million
Q4 2017

Feb 01, 2018
BUY
N/A
3,385 Added 22.64%
18,339 $1.52 Million
Q3 2017

Nov 02, 2017
BUY
N/A
14,954
14,954 $1.24 Million

Others Institutions Holding VNQ

# of Institutions
1,938
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email