Melfa Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Melfa Wealth Management, LLC

  • $143 Billion
  • Q2 2024

A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,227 shares of VIG stock, worth $769,948. This represents 0.54% of its overall portfolio holdings.

Number of Shares
4,227
Previous 4,227 -0.0%
Holding current value
$769,948
Previous $772 Million 0.03%
% of portfolio
0.54%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $42,791 - $46,476
254 Added 6.39%
4,227 $772 Million
Q4 2023

Jan 22, 2024
SELL
$150.16 - $171.16 $5,105 - $5,819
-34 Reduced 0.85%
3,973 $677 Million
Q3 2023

Oct 30, 2023
BUY
$155.38 - $166.95 $2,486 - $2,671
16 Added 0.4%
4,007 $623 Million
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $2,355 - $2,533
16 Added 0.4%
3,991 $615 Million
Q4 2022

Jan 31, 2023
BUY
$144.84 - $158.71 $575,739 - $630,872
3,975 New
3,975 $604 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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