Halpern Financial, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Halpern Financial, Inc. holds 740 shares of IVOG stock, worth $78,314. This represents 0.02% of its overall portfolio holdings.

Number of Shares

740

Previous 740 -0.0%

Holding current value

$78,314

Previous $81 Million 3.94%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$89.35 - $96.91 $67,906 - $73,651	-760 Reduced 50.67%	740 $66.8 Million
Q1 2023 Sep 21, 2023	BUY	$83.99 - $185.01 $29,396 - $64,753	350 Added 30.43%	1,500 $133 Million
Q3 2022 Sep 21, 2023	SELL	$78.0 - $94.24 $2,574 - $3,109	-33 Reduced 2.79%	1,150 $181 Million
Q2 2022 Sep 21, 2023	BUY	$76.85 - $96.88 $33,276 - $41,949	433 Added 57.73%	1,183 $187 Million
Q1 2022 Sep 21, 2023	SELL	$89.67 - $105.46 $13,360 - $15,713	-149 Reduced 16.57%	750 $144 Million
Q3 2021 Sep 21, 2023	BUY	$96.36 - $103.76 $4,721 - $5,084	49 Added 5.76%	899 $177 Million
Q2 2021 Sep 21, 2023	SELL	$95.46 - $103.25 $22,910 - $24,780	-240 Reduced 22.02%	850 $171 Million
Q2 2020 Sep 21, 2023	BUY	$51.49 - $73.58 $56,124 - $80,202	1,090 New	1,090 $152 Million

Others Institutions Holding IVOG

# of Institutions

150

Shares Held

3.37M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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Halpern Financial, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History