Vanguard S&p 500 Etf idx shares owned by Halpern Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 18k | 477.35 |
| 2023-12-31 | $7.7M | 18k | 430.78 |
| 2023-09-30 | $5.1M | 13k | 392.69 |
| 2023-06-30 | $1.1M | 2.8k | 407.22 |
| 2023-03-31 | $535k | 1.4k | 375.96 |
| 2022-12-31 | $625k | 1.8k | 351.41 |
| 2022-09-30 | $660k | 2.0k | 328.36 |
| 2022-06-30 | $719k | 2.1k | 346.94 |
| 2022-03-31 | $722k | 1.7k | 415.07 |
| 2021-12-31 | $766k | 1.8k | 436.46 |
| 2021-09-30 | $703k | 1.8k | 394.31 |
| 2021-06-30 | $707k | 1.8k | 393.43 |
| 2021-03-31 | $584k | 1.6k | 364.20 |
| 2020-12-31 | $550k | 1.6k | 343.60 |
| 2020-09-30 | $496k | 1.6k | 307.57 |
| 2020-06-30 | $46k | 162 | 283.93 |
| 2020-03-31 | $46k | 192 | 237.17 |
| 2019-12-31 | $134k | 452 | 295.99 |