Whalen Wealth Management Inc. Vanguard Mid Cap ETF Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,964 shares of VO stock, worth $1.26 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
4,964Holding current value
$1.26 Million% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,328Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
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Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
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Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
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Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
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Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio