Vanguard Value ETF shares owned by Halpern Financial
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 60k | 174.03 |
| 2024-06-30 | $8.0M | 50k | 160.41 |
| 2024-03-31 | $6.8M | 43k | 161.21 |
| 2023-12-31 | $5.7M | 38k | 149.48 |
| 2023-09-30 | $1.9M | 14k | 137.93 |
| 2023-06-30 | $11k | 80 | 142.10 |
| 2023-03-31 | $15k | 108 | 138.11 |
| 2022-12-31 | $15k | 108 | 140.37 |
| 2022-09-30 | $13k | 108 | 123.48 |
| 2022-06-30 | $14k | 108 | 131.88 |
| 2022-03-31 | $16k | 108 | 147.78 |
| 2021-12-31 | $16k | 108 | 147.11 |
| 2021-09-30 | $15k | 108 | 135.37 |
| 2021-06-30 | $15k | 108 | 137.46 |
| 2021-03-31 | $14k | 108 | 131.46 |
| 2020-12-31 | $13k | 108 | 118.96 |
| 2020-09-30 | $11k | 108 | 104.51 |
| 2020-03-31 | $12k | 135 | 89.06 |
| 2019-12-31 | $16k | 135 | 119.85 |