Whalen Wealth Management Inc. Vanguard Growth ETF Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 460 shares of VUG stock, worth $222,419. This represents 0.13% of its overall portfolio holdings.

Number of Shares
460
Previous 484 4.96%
Holding current value
$222,419
Previous $212 Million 3.85%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$433.97 - $484.08 $10,415 - $11,617
-24 Reduced 4.96%
460 $221 Million
Q2 2025

Aug 04, 2025
BUY
$329.49 - $438.4 $159,473 - $212,185
484 New
484 $212 Million

Others Institutions Holding VUG

# of Institutions
2,912
Shares Held
277M
Call Options Held
345K
Put Options Held
178K
View Full List

About VANGUARD GROWTH ETF

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