Halpern Financial, Inc. Vanguard S&P Mid Cap 400 Value Transaction History

Halpern Financial, Inc.

  • $364 Billion
  • Q2 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Halpern Financial, Inc. holds 3,691 shares of IVOV stock, worth $338,870. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,691
Previous 1,748 111.16%
Holding current value
$338,870
Previous $156 Million 107.75%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Jul 08, 2024
BUY
$83.94 - $90.83 $163,095 - $176,482
1,943 Added 111.16%
3,691 $323 Million
Q4 2023

Jan 19, 2024
SELL
$71.8 - $88.58 $1,507 - $1,860
-21 Reduced 1.19%
1,748 $149 Million
Q1 2023

Sep 21, 2023
BUY
$74.3 - $176.9 $64,269 - $153,018
865 Added 95.69%
1,769 $139 Million
Q3 2022

Sep 21, 2023
SELL
N/A
-622 Reduced 40.76%
904 $126 Million
Q2 2022

Sep 21, 2023
BUY
N/A
622 Added 68.81%
1,526 $221 Million
Q1 2022

Sep 21, 2023
SELL
N/A
-480 Reduced 34.68%
904 $152 Million
Q4 2021

Sep 21, 2023
SELL
N/A
-20 Reduced 1.42%
1,384 $233 Million
Q3 2021

Sep 21, 2023
BUY
N/A
150 Added 11.96%
1,404 $223 Million
Q2 2021

Sep 21, 2023
SELL
N/A
-60 Reduced 4.57%
1,254 $203 Million
Q1 2021

Sep 21, 2023
SELL
N/A
-665 Reduced 33.6%
1,314 $205 Million
Q4 2020

Sep 21, 2023
SELL
N/A
-2,000 Reduced 50.26%
1,979 $261 Million
Q3 2020

Sep 21, 2023
SELL
N/A
-131 Reduced 3.19%
3,979 $417 Million
Q2 2020

Sep 21, 2023
BUY
N/A
1,978 Added 92.78%
4,110 $423 Million
Q1 2020

Sep 21, 2023
SELL
N/A
-9,163 Reduced 81.12%
2,132 $180 Million
Q4 2019

Sep 21, 2023
BUY
N/A
11,295 New
11,295 $1.47 Billion

Others Institutions Holding IVOV

# of Institutions
125
Shares Held
4.35M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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