Whalen Wealth Management Inc. Vanguard Long Term Treasury Et Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,030 shares of VGLT stock, worth $228,098. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,030
Previous 4,932
18.29%
Holding current value
$228,098
Previous $277 Million
17.21%
% of portfolio
0.13%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VGLT
# of Institutions
444Shares Held
111MCall Options Held
155KPut Options Held
123K-
Empower Advisory Group, LLC Greenwood Village, CO13.4MShares$758 Million2.12% of portfolio
-
Morgan Stanley New York, NY9.33MShares$528 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$497 Million0.12% of portfolio
-
Voya Investment Management LLC Atlanta, GA8.2MShares$464 Million0.57% of portfolio
-
Nepc LLC Boston, MA6.88MShares$390 Million10.38% of portfolio