A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,111 shares of VFVA stock, worth $270,651. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,111
Previous 2,263 6.72%
Holding current value
$270,651
Previous $256 Million 0.54%
% of portfolio
0.17%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$111.27 - $122.66 $16,913 - $18,644
-152 Reduced 6.72%
2,111 $254 Million
Q2 2024

Jul 15, 2024

SELL
$110.79 - $118.48 $1,329 - $1,421
-12 Reduced 0.53%
2,263 $256 Million
Q1 2024

Apr 23, 2024

BUY
$108.27 - $119.34 $38,435 - $42,365
355 Added 18.49%
2,275 $271 Million
Q4 2023

Jan 22, 2024

BUY
$93.68 - $113.63 $179,865 - $218,169
1,920 New
1,920 $216 Million
Q1 2023

Apr 20, 2023

BUY
$92.21 - $110.28 $1,198 - $1,433
13 Added 0.5%
2,636 $256 Million
Q4 2022

Jan 31, 2023

BUY
$89.74 - $105.14 $235,388 - $275,782
2,623 New
2,623 $259 Million

Others Institutions Holding VFVA

About VANGUARD WELLINGTON FD U S VAL


  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.