Melfa Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Melfa Wealth Management, LLC
- $148 Billion
- Q1 2025
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 1,520 shares of VFMO stock, worth $250,207. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,520
Previous 1,519
0.07%
Holding current value
$250,207
Previous $250 Million
7.64%
% of portfolio
0.16%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$79 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$63.9 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$47.7 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$44.4 Million2.41% of portfolio
-
Systelligence, LLC145KShares$23.9 Million5.91% of portfolio