Halpern Financial, Inc. Vanguard Russell 1000 Value Et Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Sep 21, 2023	SELL	$65.19 - $69.21 $9,126 - $9,689	-140 Reduced 68.97%	63 $4.36 Million
Q3 2022 Sep 21, 2023	SELL	$59.69 - $70.62 $238,879 - $282,621	-4,002 Reduced 95.17%	203 $12.1 Million
Q1 2022 Sep 21, 2023	BUY	$68.98 - $74.78 $14,002 - $15,180	203 Added 5.07%	4,205 $306 Million
Q2 2021 Sep 21, 2023	BUY	$67.02 - $71.26 $134,107 - $142,591	2,001 Added 100.0%	4,002 $279 Million
Q3 2020 Sep 21, 2023	SELL	$48.82 - $54.53 $4,882 - $5,453	-100 Reduced 4.76%	2,001 $208 Million
Q2 2020 Sep 21, 2023	SELL	$41.55 - $54.97 $36,314 - $48,043	-874 Reduced 29.38%	2,101 $208 Million
Q1 2020 Sep 21, 2023	SELL	$37.58 - $60.82 $268,170 - $434,011	-7,136 Reduced 70.58%	2,975 $259 Million
Q4 2019 Sep 21, 2023	BUY	$54.21 - $59.98 $548,117 - $606,457	10,111 New	10,111 $1.21 Billion

Others Institutions Holding VONV

# of Institutions

433

Shares Held

73.3M

Call Options Held

0

Put Options Held

0

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