Melfa Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Melfa Wealth Management, LLC

$150 Billion
Q4 2024

A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 8,922 shares of VTI stock, worth $2.69 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

8,922

Previous 3,906 128.42%

Holding current value

$2.69 Million

Previous $1.11 Billion 133.78%

% of portfolio

1.73%

Previous 0.73%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$280.04 - $302.45 $1.4 Million - $1.52 Million	5,016 Added 128.42%	8,922 $2.59 Billion
Q3 2024 Oct 16, 2024	BUY	$255.18 - $283.2 $131,672 - $146,131	516 Added 15.22%	3,906 $1.11 Billion
Q2 2024 Jul 15, 2024	SELL	$245.23 - $269.4 $16,920 - $18,588	-69 Reduced 1.99%	3,390 $907 Million
Q1 2024 Apr 23, 2024	BUY	$232.77 - $260.14 $120,807 - $135,012	519 Added 17.65%	3,459 $899 Million
Q4 2023 Jan 22, 2024	BUY	$203.12 - $238.25 $406 - $476	2 Added 0.07%	2,940 $698 Million
Q3 2023 Oct 30, 2023	SELL	$211.41 - $228.35 $29,174 - $31,512	-138 Reduced 4.49%	2,938 $624 Million
Q2 2023 Jul 18, 2023	SELL	$200.75 - $220.28 $276,232 - $303,105	-1,376 Reduced 30.91%	3,076 $678 Million
Q1 2023 Apr 20, 2023	BUY	$189.85 - $210.01 $5,125 - $5,670	27 Added 0.61%	4,452 $909 Million
Q4 2022 Jan 31, 2023	BUY	$179.3 - $204.18 $793,402 - $903,496	4,425 New	4,425 $846 Million

Others Institutions Holding VTI

# of Institutions

3,326

Shares Held

459M

Call Options Held

1.46M

Put Options Held

730K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Melfa Wealth Management, LLC Vanguard Total Stock Market Et Transaction History