Melfa Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Melfa Wealth Management, LLC

  • $158 Billion
  • Q2 2025

A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,838 shares of VNQ stock, worth $252,752. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,838
Previous 2,825 0.46%
Holding current value
$252,752
Previous $256 Million 1.18%
% of portfolio
0.16%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$79.79 - $91.42 $1,037 - $1,188
13 Added 0.46%
2,838 $253 Million
Q1 2025

May 02, 2025
BUY
$85.55 - $94.34 $7,357 - $8,113
86 Added 3.14%
2,825 $256 Million
Q4 2024

Jan 17, 2025
BUY
$87.85 - $98.6 $7,555 - $8,479
86 Added 3.24%
2,739 $244 Million
Q3 2024

Oct 16, 2024
SELL
$82.97 - $98.97 $7,301 - $8,709
-88 Reduced 3.21%
2,653 $258 Million
Q2 2024

Jul 15, 2024
SELL
$78.61 - $85.97 $628 - $687
-8 Reduced 0.29%
2,741 $230 Million
Q1 2024

Apr 23, 2024
BUY
$82.58 - $89.12 $227,012 - $244,990
2,749 New
2,749 $238 Million

Others Institutions Holding VNQ

# of Institutions
1,919
Shares Held
247M
Call Options Held
1.13M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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