Melfa Wealth Management, LLC Vanguard Wellington Fd U S Val 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 Val stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,263 shares of VFVA stock, worth $270,247. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,263
Previous 2,275 0.53%
Holding current value
$270,247
Previous $271 Million 5.75%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$110.79 - $118.48 $1,329 - $1,421
-12 Reduced 0.53%
2,263 $256 Million
Q1 2024

Apr 23, 2024
BUY
$108.27 - $119.34 $38,435 - $42,365
355 Added 18.49%
2,275 $271 Million
Q4 2023

Jan 22, 2024
BUY
$93.68 - $113.63 $179,865 - $218,169
1,920 New
1,920 $216 Million
Q1 2023

Apr 20, 2023
BUY
$92.21 - $110.28 $1,198 - $1,433
13 Added 0.5%
2,636 $256 Million
Q4 2022

Jan 31, 2023
BUY
$89.74 - $105.14 $235,388 - $275,782
2,623 New
2,623 $259 Million

Others Institutions Holding VFVA

# of Institutions
90
Shares Held
2.55M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

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