Halpern Financial, Inc. VWO Holdings History
Halpern Financial, Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 371,304.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $18.27 Mil. This investment constitutes 4.7% of their stock portfolio, and Halpern Financial, Inc. now holds 0.02% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 7 purchases of VWO, at an average price of $41.34, for a total of 392,261.00 shares. In addition, there have been 3 sales at an average price of $38.90 for 20,957.00 shares. Based on historical transaction data and VWO's current price of $50.49, Halpern Financial, Inc.'s estimated gain on his VWO holdings is $3.35 Mil, reflecting a 20.64% gain to date.
Halpern Financial, Inc. VWO ($50.49) Holding Chart
Halpern Financial, Inc. VWO ($50.49) 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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