Melfa Wealth Management, LLC Vanguard Wellington Fd U S Qua 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 Qua stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,528 shares of VFQY stock, worth $200,977. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,528

Previous 1,588 3.78%

Holding current value

$200,977

Previous $224 Million 8.72%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$131.8 - $147.86 $7,908 - $8,871	-60 Reduced 3.78%	1,528 $204 Million
Q4 2024 Jan 17, 2025	BUY	$139.44 - $150.37 $2,091 - $2,255	15 Added 0.95%	1,588 $224 Million
Q3 2024 Oct 16, 2024	SELL	$130.03 - $143.03 $17,293 - $19,022	-133 Reduced 7.8%	1,573 $225 Million
Q2 2024 Jul 15, 2024	SELL	$128.05 - $136.02 $15,366 - $16,322	-120 Reduced 6.57%	1,706 $229 Million
Q1 2024 Apr 23, 2024	BUY	$123.23 - $136.93 $225,017 - $250,034	1,826 New	1,826 $250 Million
Q1 2023 Apr 20, 2023	BUY	$103.33 - $115.07 $1,343 - $1,495	13 Added 0.58%	2,246 $243 Million
Q4 2022 Jan 31, 2023	BUY	$97.37 - $112.0 $217,427 - $250,096	2,233 New	2,233 $234 Million

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.08M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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Melfa Wealth Management, LLC Vanguard Wellington Fd U S Qua Transaction History