Halpern Financial, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Halpern Financial, Inc. holds 266 shares of VYM stock, worth $35,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares

266

Previous 266 -0.0%

Holding current value

$35,213

Previous $31.5 Million 7.95%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$114.71 - $121.51 $4,703 - $4,981	-41 Reduced 13.36%	266 $31.5 Million
Q4 2023 Jan 19, 2024	BUY	$98.71 - $111.84 $30,303 - $34,334	307 New	307 $34.3 Million
Q1 2023 Sep 21, 2023	SELL	$100.82 - $111.44 $18,349 - $20,282	-182 Reduced 70.54%	76 $8.02 Million
Q3 2022 Sep 21, 2023	SELL	$94.88 - $110.28 $22,296 - $25,915	-235 Reduced 47.67%	258 $24.5 Million
Q1 2022 Sep 21, 2023	BUY	$107.24 - $115.01 $8,150 - $8,740	76 Added 18.23%	493 $55.3 Million
Q4 2021 Sep 21, 2023	BUY	$104.33 - $112.16 $43,505 - $46,770	417 New	417 $46.8 Million

Others Institutions Holding VYM

# of Institutions

1,758

Shares Held

174M

Call Options Held

1.59M

Put Options Held

278K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Halpern Financial, Inc. Vanguard Whitehall Fds (Vangua Transaction History