Ownership history in Halpern Financial, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in VANGUARD SMALL CAP ETF (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 57,497 | +7,076 | +14.0% | 3.47% | $13.5M | $233.03 |
| 2024 Q2 | ADDED | 50,421 | +8,130 | +19.2% | 3.02% | $11.0M | $213.56 |
| 2024 Q1 | ADDED | 42,291 | +1,221 | +3.0% | 2.75% | $9.5M | $223.02 |
| 2023 Q4 | ADDED | 41,070 | +26,189 | +176.0% | 2.64% | $8.5M | $207.51 |
| 2023 Q3 | ADDED | 14,881 | +14,751 | +11346.9% | 0.97% | $2.8M | $182.97 |
| 2023 Q2 | INITIATED | 130 | — | — | 0.02% | $22K | $191.74 |
As of 2025 Q4 — sorted by position size