Melfa Wealth Management, LLC Vanguard Wellington Fd U S Val Transaction History

Melfa Wealth Management, LLC

$150 Billion
Q4 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 2,127 shares of VFVA stock, worth $262,748. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,127

Previous 2,111 0.76%

Holding current value

$262,748

Previous $254 Million 1.05%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$117.34 - $130.02 $1,877 - $2,080	16 Added 0.76%	2,127 $252 Million
Q3 2024 Oct 16, 2024	SELL	$111.27 - $122.66 $16,913 - $18,644	-152 Reduced 6.72%	2,111 $254 Million
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

Shares Held

2.34M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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Melfa Wealth Management, LLC Vanguard Wellington Fd U S Val Transaction History