Melfa Wealth Management, LLC Vanguard Transaction History
Melfa Wealth Management, LLC
- $171 Billion
- Q3 2025
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 6,856 shares of VGSH stock, worth $402,584. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,856
Previous 5,102
34.38%
Holding current value
$402,584
Previous $300 Million
34.54%
% of portfolio
0.24%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio