Halpern Financial, Inc. Vanguard Value ETF Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 60,200 shares of VTV stock, worth $10.3 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
60,200
Previous 49,750
21.01%
Holding current value
$10.3 Million
Previous $7.98 Billion
31.28%
% of portfolio
2.7%
Previous 2.19%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,604Shares Held
560MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$21.3 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.27 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.5 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.46 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.3 Billion0.44% of portfolio