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Vanguard Mid-Cap ETF shares owned by Halpern Financial

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 195 246.72
2023-12-31 $44k 195 227.68
2023-09-30 $38k 180 208.24
2023-06-30 $40k 180 220.16
2023-03-31 $38k 180 210.92
2022-12-31 $48k 236 203.81
2022-09-30 $44k 236 187.98
2022-06-30 $36k 180 196.97
2022-03-31 $43k 180 237.84
2021-12-31 $46k 180 254.77
2021-09-30 $43k 180 236.76
2021-06-30 $43k 180 237.35
2021-03-31 $40k 180 221.34
2020-12-31 $37k 180 206.77
2020-09-30 $32k 180 176.26
2020-06-30 $30k 180 163.91
2020-03-31 $40k 300 131.65
2019-12-31 $54k 300 178.18