Halpern Financial, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 21,872 shares of VOO stock, worth $12.1 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

21,872

Previous 19,821 10.35%

Holding current value

$12.1 Million

Previous $9.91 Billion 15.36%

% of portfolio

2.94%

Previous 2.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$475.2 - $527.7 $974,635 - $1.08 Million	2,051 Added 10.35%	21,872 $11.4 Billion
Q2 2024 Jul 08, 2024	BUY	$455.1 - $504.28 $1.02 Million - $1.13 Million	2,248 Added 12.79%	19,821 $9.91 Billion
Q1 2024 Apr 09, 2024	SELL	$429.43 - $481.35 $108,645 - $121,781	-253 Reduced 1.42%	17,573 $8.39 Billion
Q4 2023 Jan 19, 2024	BUY	$377.32 - $438.19 $1.78 Million - $2.07 Million	4,716 Added 35.97%	17,826 $7.68 Billion
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $4.07 Million - $4.36 Million	10,356 Added 376.03%	13,110 $5.15 Billion
Q2 2023 Sep 21, 2023	BUY	$371.44 - $407.28 $494,015 - $541,682	1,330 Added 93.4%	2,754 $1.12 Billion
Q1 2023 Sep 21, 2023	SELL	$348.66 - $382.94 $123,425 - $135,560	-354 Reduced 19.91%	1,424 $535 Million
Q4 2022 Sep 21, 2023	SELL	$327.64 - $374.54 $76,340 - $87,267	-233 Reduced 11.59%	1,778 $625 Million
Q3 2022 Sep 21, 2023	SELL	$328.3 - $395.04 $19,698 - $23,702	-60 Reduced 2.9%	2,011 $660 Million
Q2 2022 Sep 21, 2023	BUY	$337.07 - $419.85 $111,907 - $139,390	332 Added 19.09%	2,071 $719 Million
Q1 2022 Sep 21, 2023	SELL	$382.7 - $439.25 $5,740 - $6,588	-15 Reduced 0.86%	1,739 $722 Million
Q4 2021 Sep 21, 2023	SELL	$394.21 - $439.01 $11,037 - $12,292	-28 Reduced 1.57%	1,754 $766 Million
Q3 2021 Sep 21, 2023	SELL	$390.68 - $416.73 $5,860 - $6,250	-15 Reduced 0.83%	1,782 $703 Million
Q2 2021 Sep 21, 2023	BUY	$368.16 - $394.32 $71,791 - $76,892	195 Added 12.17%	1,797 $707 Million
Q4 2020 Sep 21, 2023	SELL	$299.82 - $343.69 $3,597 - $4,124	-12 Reduced 0.74%	1,602 $550 Million
Q3 2020 Sep 21, 2023	BUY	$285.37 - $328.74 $414,357 - $477,330	1,452 Added 896.3%	1,614 $496 Million
Q2 2020 Sep 21, 2023	SELL	$226.15 - $297.17 $6,784 - $8,915	-30 Reduced 15.63%	162 $46 Million
Q1 2020 Sep 21, 2023	SELL	$204.27 - $310.92 $53,110 - $80,839	-260 Reduced 57.52%	192 $45.5 Million
Q4 2019 Sep 21, 2023	BUY	$264.57 - $296.67 $119,585 - $134,094	452 New	452 $134 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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About VANGUARD INDEX FDS S&P 500 ETF

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Halpern Financial, Inc. Vanguard Index Fds S&P 500 ETF Transaction History