Vanguard Small-Cap ETF shares owned by Halpern Financial
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 58k | 234.80 |
| 2024-06-30 | $11M | 50k | 218.04 |
| 2024-03-31 | $9.5M | 42k | 224.15 |
| 2023-12-31 | $8.5M | 41k | 206.65 |
| 2023-09-30 | $2.8M | 15k | 189.06 |
| 2023-06-30 | $2.0M | 10k | 198.88 |
| 2023-03-31 | $79k | 416 | 189.35 |
| 2022-12-31 | $76k | 416 | 183.34 |
| 2022-09-30 | $49k | 286 | 170.63 |
| 2022-06-30 | $23k | 130 | 176.11 |
| 2022-03-31 | $28k | 130 | 212.52 |
| 2021-12-31 | $29k | 130 | 226.01 |
| 2021-09-30 | $28k | 130 | 218.67 |
| 2021-06-30 | $29k | 130 | 225.28 |
| 2021-03-31 | $28k | 130 | 214.08 |
| 2020-12-31 | $25k | 130 | 194.68 |
| 2020-09-30 | $20k | 130 | 153.80 |
| 2020-06-30 | $19k | 130 | 145.72 |
| 2020-03-31 | $15k | 130 | 115.44 |
| 2019-12-31 | $22k | 130 | 165.64 |