Melfa Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,813 shares of VBR stock, worth $361,747. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,813
Previous 1,824
0.6%
Holding current value
$361,747
Previous $350 Million
5.45%
% of portfolio
0.23%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio