Halpern Financial, Inc. Vanguard Small Cap ETF Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 50,421 shares of VB stock, worth $11.4 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
50,421
Previous 42,291
19.22%
Holding current value
$11.4 Million
Previous $9.48 Billion
15.97%
% of portfolio
3.02%
Previous 2.75%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.35 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.62 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.59 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.13 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$992 Million0.24% of portfolio