Whalen Wealth Management Inc. Vanguard Growth ETF Transaction History
Whalen Wealth Management Inc.
- $159 Billion
- Q2 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 484 shares of VUG stock, worth $220,563. This represents 0.13% of its overall portfolio holdings.
Number of Shares
484Holding current value
$220,563% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,752Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.7 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.33 Billion5.82% of portfolio