Halpern Financial, Inc. VTV Holdings History
Halpern Financial, Inc.'s Vanguard Value ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 60,200.00 shares of Vanguard Value ETF(VTV), totaling $10.48 Mil. This investment constitutes 2.7% of their stock portfolio, and Halpern Financial, Inc. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 6 purchases of VTV, at an average price of $148.98, for a total of 60,335.00 shares. In addition, there have been 1 sales at an average price of $90.21 for 135.00 shares. Based on historical transaction data and VTV's current price of $177.66, Halpern Financial, Inc.'s estimated gain on his VTV holdings is $1.72 Mil, reflecting a 19.12% gain to date.
Halpern Financial, Inc. VTV ($177.66) Holding Chart
Halpern Financial, Inc. VTV ($177.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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