Whalen Wealth Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,280 shares of VOO stock, worth $647,820. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,280
Previous 2,383
46.29%
Holding current value
$647,820
Previous $1.28 Billion
48.78%
% of portfolio
0.44%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,564Shares Held
467MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.8 Billion7.64% of portfolio