Halpern Financial, Inc. VB Holdings History
Halpern Financial, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 57,497.00 shares of Vanguard Small Cap ETF(VB), totaling $13.50 Mil. This investment constitutes 3.47% of their stock portfolio, and Halpern Financial, Inc. now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 5 purchases of VB, at an average price of $202.77, for a total of 57,497.00 shares. Based on historical transaction data and VB's current price of $244.81, Halpern Financial, Inc.'s estimated gain on his VB holdings is $2.42 Mil, reflecting a 20.73% gain to date.
Halpern Financial, Inc. VB ($244.81) Holding Chart
Halpern Financial, Inc. VB ($244.81) 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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