Melfa Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,739 shares of VNQ stock, worth $254,014. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,739
Previous 2,653
3.24%
Holding current value
$254,014
Previous $258 Million
5.6%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$954 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$890 Million0.07% of portfolio