Halpern Financial, Inc. Vanguard Consumer Discretionar Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Halpern Financial, Inc. holds 39 shares of VCR stock, worth $15,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$15,300

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$291.88 - $341.94 $11,383 - $13,335	39 New	39 $13.1 Million

Others Institutions Holding VCR

# of Institutions

516

Shares Held

14.5M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.6 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$544 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$196 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$188 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$152 Million
0.03% of portfolio

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About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Halpern Financial, Inc. Vanguard Consumer Discretionar Transaction History