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

Halpern Financial, Inc.

$364 Billion
Q2 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 19,821 shares of VOO stock, worth $9.86 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

19,821

Previous 17,573 12.79%

Holding current value

$9.86 Million

Previous $8.39 Billion 18.17%

% of portfolio

2.72%

Previous 2.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$343.59 - $374.54 $80,056 - $87,267	-233 Reduced 11.59%	1,778 $625 Million
Q3 2022 Sep 21, 2023	SELL	$339.63 - $395.04 $20,377 - $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

2,912

Shares Held

362M

Call Options Held

2.32M

Put Options Held

2.05M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Account

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