Halpern Financial, Inc. Vanguard Growth ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 11,849 shares of VUG stock, worth $4.85 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

11,849

Previous 10,089 17.44%

Holding current value

$4.85 Million

Previous $3.77 Billion 19.07%

% of portfolio

1.16%

Previous 1.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$341.08 - $391.94 $600,300 - $689,814	1,760 Added 17.44%	11,849 $4.49 Billion
Q2 2024 Jul 08, 2024	BUY	$322.46 - $377.11 $387,919 - $453,663	1,203 Added 13.54%	10,089 $3.77 Billion
Q1 2024 Apr 09, 2024	BUY	$301.05 - $346.61 $261,913 - $301,550	870 Added 10.85%	8,886 $3.04 Billion
Q4 2023 Jan 19, 2024	BUY	$261.54 - $312.16 $740,419 - $883,724	2,831 Added 54.6%	8,016 $2.42 Billion
Q3 2023 Oct 10, 2023	BUY	$269.56 - $293.5 $1.15 Million - $1.26 Million	4,280 Added 472.93%	5,185 $1.41 Billion
Q2 2023 Sep 21, 2023	SELL	$243.06 - $282.96 $3,402 - $3,961	-14 Reduced 1.52%	905 $256 Million
Q1 2023 Sep 21, 2023	BUY	$209.25 - $249.44 $38,711 - $46,146	185 Added 25.2%	919 $229 Million
Q3 2022 Sep 21, 2023	BUY	$213.95 - $266.28 $31,022 - $38,610	145 Added 24.62%	734 $157 Million
Q4 2021 Sep 21, 2023	SELL	$287.0 - $325.67 $53,095 - $60,248	-185 Reduced 23.9%	589 $189 Million
Q3 2021 Sep 21, 2023	BUY	$286.49 - $308.98 $71,622 - $77,245	250 Added 47.71%	774 $225 Million
Q2 2021 Sep 21, 2023	SELL	$257.69 - $287.23 $66,999 - $74,679	-260 Reduced 33.16%	524 $150 Million
Q1 2021 Sep 21, 2023	SELL	$243.15 - $268.9 $44,496 - $49,208	-183 Reduced 18.92%	784 $202 Million
Q3 2020 Sep 21, 2023	BUY	$204.41 - $245.48 $25,346 - $30,439	124 Added 14.71%	967 $220 Million
Q2 2020 Sep 21, 2023	BUY	$149.64 - $204.01 $126,146 - $171,980	843 New	843 $170 Million

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Halpern Financial, Inc. Vanguard Growth ETF Transaction History