Halpern Financial, Inc. Vanguard Small Cap ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 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 57,497 shares of VB stock, worth $14.3 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

57,497

Previous 50,421 14.03%

Holding current value

$14.3 Million

Previous $11 Billion 22.8%

% of portfolio

3.47%

Previous 3.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$214.77 - $237.72 $1.52 Million - $1.68 Million	7,076 Added 14.03%	57,497 $13.5 Billion
Q2 2024 Jul 08, 2024	BUY	$210.76 - $226.94 $1.71 Million - $1.85 Million	8,130 Added 19.22%	50,421 $11 Billion
Q1 2024 Apr 09, 2024	BUY	$204.0 - $228.59 $249,084 - $279,108	1,221 Added 2.97%	42,291 $9.48 Billion
Q4 2023 Jan 19, 2024	BUY	$175.26 - $215.9 $4.59 Million - $5.65 Million	26,189 Added 175.99%	41,070 $8.49 Billion
Q3 2023 Oct 10, 2023	BUY	$186.24 - $208.75 $883,708 - $990,518	4,745 Added 46.81%	14,881 $2.81 Billion
Q2 2023 Sep 21, 2023	BUY	$181.26 - $198.89 $1.76 Million - $1.93 Million	9,720 Added 2336.54%	10,136 $2.02 Billion
Q4 2022 Sep 21, 2023	BUY	$172.82 - $196.57 $22,466 - $25,554	130 Added 45.45%	416 $76.3 Million
Q3 2022 Sep 21, 2023	BUY	$170.45 - $206.62 $26,590 - $32,232	156 Added 120.0%	286 $48.8 Million
Q4 2019 Sep 21, 2023	BUY	$149.04 - $166.74 $19,375 - $21,676	130 New	130 $21.5 Million

Others Institutions Holding VB

# of Institutions

2,297

Shares Held

161M

Call Options Held

76.8K

Put Options Held

29K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Halpern Financial, Inc. Vanguard Small Cap ETF Transaction History