Whelan Financial's ownership history for VTI

Whelan Financial currently holds 6.9K shares with a market value of $2.3M. It started holding VTI on 2024-09-30. At its peak, it held 7.4K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-12-31. At its lowest, it held 6.8K shares on 2024-09-30, with a value of $1.9M on 2025-03-31. In the recent 180 days, Whelan Financial has decreased its shares by 467. In the recent year, Whelan Financial has increased its shares by 123.