Halpern Financial, Inc. Vanguard Growth ETF Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 11,849 shares of VUG stock, worth $4.7 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
11,849
Previous 10,089
17.44%
Holding current value
$4.7 Million
Previous $3.77 Billion
19.07%
% of portfolio
1.16%
Previous 1.04%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,305Shares Held
243MCall Options Held
194KPut Options Held
134K-
Bank Of America Corp Charlotte, NC43.1MShares$17.1 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.1 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.39 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.41 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.31 Billion1.11% of portfolio