Whalen Wealth Management Inc. Vanguard Sht Term Corp Bd ETF Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 109,928 shares of VCSH stock, worth $8.7 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
109,928Holding current value
$8.7 Million% of portfolio
5.79%Shares
1 transactions
Others Institutions Holding VCSH
# of Institutions
1,459Shares Held
321MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC61.1MShares$4.83 Billion0.41% of portfolio
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Prudential PLC London, England, X019MShares$1.51 Billion7.58% of portfolio
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Morgan Stanley New York, NY15.8MShares$1.25 Billion0.09% of portfolio
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Japan Science & Technology Agency Tokyo, M08.2MShares$649 Million10.95% of portfolio
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Envestnet Asset Management Inc7.87MShares$623 Million0.21% of portfolio