Melfa Wealth Management, LLC Vanguard Transaction History

Melfa Wealth Management, LLC

$148 Billion
Q1 2025

A detailed history of Melfa Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,250 shares of VGSH stock, worth $250,537. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,250

Holding current value

$250,537

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$58.07 - $58.69 $246,797 - $249,432	4,250 New	4,250 $249 Million

Others Institutions Holding VGSH

# of Institutions

1,016

Shares Held

266M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.22 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.29 Billion
0.09% of portfolio
Horizon Financial Services, LLC

11M
Shares

$647 Million
4.32% of portfolio
Orgel Wealth Management, LLC

7.54M
Shares

$444 Million
12.2% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$420 Million
0.04% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Melfa Wealth Management, LLC Vanguard Transaction History