Melfa Wealth Management, LLC Vanguard Wellington Fd U S Val Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 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 2,111 shares of VFVA stock, worth $251,187. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,111
Previous 2,263
6.72%
Holding current value
$251,187
Previous $256 Million
0.54%
% of portfolio
0.17%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71.4 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.6 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.5 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.48 Million5.95% of portfolio