Halpern Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Halpern Financial’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$31.5K	Hold	160	–	–	0.01%	106
2024 Q2	$29.2K	Sell	160 -301	-65%	-$54.2K	0.01%	109
2024 Q1	$83K	Sell	461 -64	-12%	-$11.2K	0.02%	74
2023 Q4	$88.5K	Buy	525 +79	+18%	+$12.7K	0.03%	71
2023 Q3	$69.3K	Hold	446	–	–	0.02%	74
2023 Q2	$72.4K	Hold	446	–	–	0.02%	70
2023 Q1	$68.7K	Hold	446	–	–	0.02%	71
2022 Q4	$67.7K	Hold	446	–	–	0.02%	72
2022 Q3	$60.3K	Hold	446	–	–	0.02%	72
2022 Q2	$64K	Hold	446	–	–	0.03%	78
2022 Q1	$72.3K	Hold	446	–	–	0.03%	86
2021 Q4	$76.6K	Hold	446	–	–	0.03%	66
2021 Q3	$68.5K	Hold	446	–	–	0.03%	62
2021 Q2	$69K	Buy	446 +284	+175%	+$43.6K	0.03%	60
2021 Q1	$23.8K	Hold	162	–	–	0.01%	89
2020 Q4	$22.9K	Hold	162	–	–	0.01%	76
2020 Q3	$20.8K	Buy	+162	New	+$20.4K	0.01%	73

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halpern Financial's VIG Position: Q3 2024 in Review

Halpern Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2024 at 160 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #106.

Halpern Financial first reported a position in VIG in Q3 2020 and has held it in 17 quarters since. The position peaked at $88.5K in Q4 2023. 2,102 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Halpern Financial held 160 shares of Vanguard Dividend Appreciation ETF worth $31.5K as of Q3 2024.
Halpern Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2024.
Vanguard Dividend Appreciation ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #106 holding.
Halpern Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 17 quarters since.
Halpern Financial's Vanguard Dividend Appreciation ETF position peaked at $88.5K in Q4 2023.
2,102 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.