Whalen Wealth Management Inc. Vanguard Information Technolog Transaction History
Whalen Wealth Management Inc.
- $159 Billion
- Q2 2025
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 522 shares of VGT stock, worth $361,850. This represents 0.22% of its overall portfolio holdings.
Number of Shares
522Holding current value
$361,850% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding VGT
# of Institutions
1,938Shares Held
53.9MCall Options Held
1.12MPut Options Held
467K-
Bank Of America Corp Charlotte, NC15.7MShares$10.9 Billion0.7% of portfolio
-
Jpmorgan Chase & CO New York, NY6.13MShares$4.25 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.06MShares$1.43 Billion0.08% of portfolio
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Ubs Group Ag1.8MShares$1.25 Billion0.18% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.54MShares$1.07 Billion5.08% of portfolio