Halpern Financial, Inc. Vanguard Small Cap ETF Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 50,421 shares of VB stock, worth $11.4 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
50,421
Previous 42,291
19.22%
Holding current value
$11.4 Million
Previous $9.48 Billion
15.97%
% of portfolio
3.02%
Previous 2.75%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
1,971Shares Held
144MCall Options Held
176KPut Options Held
32.7K-
Bank Of America Corp Charlotte, NC24.1MShares$5.44 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.62 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.54 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.06 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$991 Million0.24% of portfolio