Whalen Wealth Management Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 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 1,401 shares of VOO stock, worth $814,793. This represents 0.5% of its overall portfolio holdings.

Number of Shares
1,401
Previous 1,280 9.45%
Holding current value
$814,793
Previous $658 Million 20.98%
% of portfolio
0.5%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$456.74 - $568.03 $55,265 - $68,731
121 Added 9.45%
1,401 $796 Million
Q1 2025

Apr 22, 2025
SELL
$507.05 - $563.67 $559,276 - $621,728
-1,103 Reduced 46.29%
1,280 $658 Million
Q4 2024

Jan 17, 2025
SELL
$521.84 - $558.82 $121,066 - $129,646
-232 Reduced 8.87%
2,383 $1.28 Billion
Q3 2024

Nov 07, 2024
BUY
$475.2 - $527.7 $1.24 Million - $1.38 Million
2,615 New
2,615 $1.38 Billion

Others Institutions Holding VOO

# of Institutions
3,695
Shares Held
531M
Call Options Held
2.14M
Put Options Held
2.72M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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