Melfa Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,643 shares of VFMO stock, worth $262,666. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,643
Previous 1,716
4.25%
Holding current value
$262,666
Previous $260 Million
4.9%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.1 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.8 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.5 Million2.29% of portfolio