Whalen Wealth Management Inc. VCSH Holdings History
Whalen Wealth Management Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 109,928.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $8.68 Mil. This investment constitutes 5.79% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2025Q1. And since then Whalen Wealth Management Inc. has made 1 purchases of VCSH, at an average price of $78.41, for a total of 109,928.00 shares. Based on historical transaction data and VCSH's current price of $79.30, Whalen Wealth Management Inc.'s estimated gain on his VCSH holdings is $97,286.28, reflecting a 1.13% gain to date.
Whalen Wealth Management Inc. VCSH ($79.30) Holding Chart
Whalen Wealth Management Inc. VCSH ($79.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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