Halpern Financial, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 21,872 shares of VOO stock, worth $13.5 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
21,872
Previous 19,821 10.35%
Holding current value
$13.5 Million
Previous $9.91 Billion 15.36%
% of portfolio
2.94%
Previous 2.72%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$475.2 - $527.7 $974,635 - $1.08 Million
2,051 Added 10.35%
21,872 $11.4 Billion
Q2 2024

Jul 08, 2024
BUY
$455.1 - $504.28 $1.02 Million - $1.13 Million
2,248 Added 12.79%
19,821 $9.91 Billion
Q1 2024

Apr 09, 2024
SELL
$429.43 - $481.35 $108,645 - $121,781
-253 Reduced 1.42%
17,573 $8.39 Billion
Q4 2023

Jan 19, 2024
BUY
$377.32 - $438.19 $1.78 Million - $2.07 Million
4,716 Added 35.97%
17,826 $7.68 Billion
Q3 2023

Oct 10, 2023
BUY
$392.7 - $420.68 $4.07 Million - $4.36 Million
10,356 Added 376.03%
13,110 $5.15 Billion
Q2 2023

Sep 21, 2023
BUY
$371.44 - $407.28 $494,015 - $541,682
1,330 Added 93.4%
2,754 $1.12 Billion
Q1 2023

Sep 21, 2023
SELL
$348.66 - $382.94 $123,425 - $135,560
-354 Reduced 19.91%
1,424 $535 Million
Q4 2022

Sep 21, 2023
SELL
$327.64 - $374.54 $76,340 - $87,267
-233 Reduced 11.59%
1,778 $625 Million
Q3 2022

Sep 21, 2023
SELL
$328.3 - $395.04 $19,698 - $23,702
-60 Reduced 2.9%
2,011 $660 Million
Q2 2022

Sep 21, 2023
BUY
$337.07 - $419.85 $111,907 - $139,390
332 Added 19.09%
2,071 $719 Million
Q1 2022

Sep 21, 2023
SELL
$382.7 - $439.25 $5,740 - $6,588
-15 Reduced 0.86%
1,739 $722 Million
Q4 2021

Sep 21, 2023
SELL
$394.21 - $439.01 $11,037 - $12,292
-28 Reduced 1.57%
1,754 $766 Million
Q3 2021

Sep 21, 2023
SELL
$390.68 - $416.73 $5,860 - $6,250
-15 Reduced 0.83%
1,782 $703 Million
Q2 2021

Sep 21, 2023
BUY
$368.16 - $394.32 $71,791 - $76,892
195 Added 12.17%
1,797 $707 Million
Q4 2020

Sep 21, 2023
SELL
$299.82 - $343.69 $3,597 - $4,124
-12 Reduced 0.74%
1,602 $550 Million
Q3 2020

Sep 21, 2023
BUY
$285.37 - $328.74 $414,357 - $477,330
1,452 Added 896.3%
1,614 $496 Million
Q2 2020

Sep 21, 2023
SELL
$226.15 - $297.17 $6,784 - $8,915
-30 Reduced 15.63%
162 $46 Million
Q1 2020

Sep 21, 2023
SELL
$204.27 - $310.92 $53,110 - $80,839
-260 Reduced 57.52%
192 $45.5 Million
Q4 2019

Sep 21, 2023
BUY
$264.57 - $296.67 $119,585 - $134,094
452 New
452 $134 Million

Others Institutions Holding VOO

# of Institutions
3,850
Shares Held
539M
Call Options Held
3.06M
Put Options Held
3.38M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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