Vanguard Growth ETF shares owned by Halpern Financial
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 12k | 379.20 |
| 2024-06-30 | $3.8M | 10k | 374.01 |
| 2024-03-31 | $3.0M | 8.9k | 342.57 |
| 2023-12-31 | $2.4M | 8.0k | 302.49 |
| 2023-09-30 | $1.4M | 5.2k | 272.31 |
| 2023-06-30 | $256k | 905 | 282.96 |
| 2023-03-31 | $229k | 919 | 249.44 |
| 2022-12-31 | $156k | 734 | 213.11 |
| 2022-09-30 | $157k | 734 | 213.95 |
| 2022-06-30 | $131k | 589 | 222.89 |
| 2022-03-31 | $169k | 589 | 287.60 |
| 2021-12-31 | $189k | 589 | 320.90 |
| 2021-09-30 | $225k | 774 | 290.17 |
| 2021-06-30 | $150k | 524 | 286.81 |
| 2021-03-31 | $202k | 784 | 257.04 |
| 2020-12-31 | $245k | 967 | 253.34 |
| 2020-09-30 | $220k | 967 | 227.61 |
| 2020-06-30 | $170k | 843 | 202.09 |