Halpern Financial, Inc. Vanguard S&P Mid Cap 400 Value Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Halpern Financial, Inc. holds 3,691 shares of IVOV stock, worth $343,078. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,691
Previous 1,748
111.16%
Holding current value
$343,078
Previous $156 Million
107.75%
% of portfolio
0.09%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding IVOV
# of Institutions
126Shares Held
4.35MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$78.8 Million0.15% of portfolio
-
Rockland Trust CO800KShares$74.3 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$25.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY249KShares$23.2 Million0.0% of portfolio
-
Stordahl Capital Management, Inc.171KShares$15.9 Million3.75% of portfolio