Halpern Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Halpern Financial’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$47.2K	Hold	720	–	–	0.01%	94
2024 Q2	$43.6K	Sell	720 -60	-8%	-$3.65K	0.01%	97
2024 Q1	$48.1K	Hold	780	–	–	0.01%	91
2023 Q4	$44.4K	Buy	780 +60	+8%	+$3.21K	0.01%	94
2023 Q3	$37.5K	Hold	720	–	–	0.01%	95
2023 Q2	$39.6K	Hold	720	–	–	0.01%	86
2023 Q1	$38K	Sell	720 -224	-24%	-$11.9K	0.01%	88
2022 Q4	$48.1K	Hold	944	–	–	0.02%	84
2022 Q3	$44.4K	Buy	944 +224	+31%	+$11.7K	0.02%	83
2022 Q2	$35.5K	Hold	720	–	–	0.01%	92
2022 Q1	$42.8K	Hold	720	–	–	0.02%	101
2021 Q4	$45.9K	Hold	720	–	–	0.02%	86
2021 Q3	$42.6K	Hold	720	–	–	0.02%	77
2021 Q2	$42.7K	Hold	720	–	–	0.02%	71
2021 Q1	$39.8K	Hold	720	–	–	0.02%	65
2020 Q4	$37.2K	Hold	720	–	–	0.02%	61
2020 Q3	$31.7K	Hold	720	–	–	0.02%	61
2020 Q2	$29.5K	Sell	720 -480	-40%	-$18.4K	0.02%	59
2020 Q1	$39.5K	Hold	1,200	–	–	0.04%	49
2019 Q4	$53.5K	Buy	+1,200	New	+$51.5K	0.04%	56

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Halpern Financial's VO Position: Q3 2024 in Review

Halpern Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2024 at 720 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #94.

Halpern Financial first reported a position in VO in Q4 2019 and has held it in 20 quarters since. The position peaked at $53.5K in Q4 2019. 1,931 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Halpern Financial held 720 shares of Vanguard Morningstar Mid-Cap ETF worth $47.2K as of Q3 2024.
Halpern Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #94 holding.
Halpern Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $53.5K in Q4 2019.
1,931 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

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