Halpern Financial, Inc. Vanguard Dividend Appreciation Transaction History

Halpern Financial, Inc.

  • $364 Billion
  • Q2 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Halpern Financial, Inc. holds 160 shares of VIG stock, worth $29,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares
160
Previous 461 65.29%
Holding current value
$29,144
Previous $83 Million 64.79%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 08, 2024
SELL
$173.33 - $185.29 $52,172 - $55,772
-301 Reduced 65.29%
160 $29.2 Million
Q1 2024

Apr 09, 2024
SELL
$168.47 - $182.98 $10,782 - $11,710
-64 Reduced 12.19%
461 $83 Million
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $11,862 - $13,521
79 Added 17.71%
525 $88.5 Million
Q2 2021

Sep 21, 2023
BUY
N/A
284 Added 175.31%
446 $69 Million
Q3 2020

Sep 21, 2023
BUY
N/A
162 New
162 $20.8 Million

Others Institutions Holding VIG

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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