A detailed history of Halpern Financial, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 180 shares of VO stock, worth $49,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$49,266
Previous $43.6 Million 8.4%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

SELL
$234.99 - $248.98 $3,524 - $3,734
-15 Reduced 7.69%
180 $43.6 Million
Q4 2023

Jan 19, 2024

BUY
$195.66 - $233.95 $2,934 - $3,509
15 Added 8.33%
195 $44.4 Million
Q1 2023

Sep 21, 2023

SELL
$200.2 - $225.98 $11,211 - $12,654
-56 Reduced 23.73%
180 $38 Million
Q3 2022

Sep 21, 2023

BUY
$187.98 - $227.42 $10,526 - $12,735
56 Added 31.11%
236 $44.4 Million
Q2 2020

Sep 21, 2023

SELL
$124.34 - $175.42 $14,920 - $21,050
-120 Reduced 40.0%
180 $29.5 Million
Q4 2019

Sep 21, 2023

BUY
$162.13 - $178.73 $48,639 - $53,619
300 New
300 $53.5 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Halpern Financial, Inc. Portfolio

Follow Halpern Financial, Inc. 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 Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.