Melfa Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Melfa Wealth Management, LLC

  • $139 Billion
  • Q1 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 1,824 shares of VBR stock, worth $328,301. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,824
Previous 1,591 14.64%
Holding current value
$328,301
Previous $286 Million 22.23%
% of portfolio
0.25%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$172.45 - $191.88 $40,180 - $44,708
233 Added 14.64%
1,824 $350 Million
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $25,062 - $30,565
168 Added 11.81%
1,591 $286 Million
Q3 2023

Oct 30, 2023
SELL
$157.33 - $174.39 $25,015 - $27,728
-159 Reduced 10.05%
1,423 $227 Million
Q2 2023

Jul 18, 2023
SELL
$150.74 - $165.4 $58,185 - $63,844
-386 Reduced 19.61%
1,582 $262 Million
Q1 2023

Apr 20, 2023
SELL
$150.22 - $177.69 $4,957 - $5,863
-33 Reduced 1.65%
1,968 $312 Million
Q4 2022

Jan 31, 2023
BUY
$156.49 - $169.54 $313,136 - $339,249
2,001 New
2,001 $318 Million

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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