Melfa Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Melfa Wealth Management, LLC

  • $139 Billion
  • Q1 2024

A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,721 shares of VT stock, worth $312,125. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,721
Previous 2,205 23.4%
Holding current value
$312,125
Previous $227 Million 32.53%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Apr 23, 2024
BUY
$100.68 - $110.5 $51,950 - $57,018
516 Added 23.4%
2,721 $301 Million
Q4 2023

Jan 22, 2024
BUY
$88.97 - $103.1 $1,779 - $2,062
20 Added 0.92%
2,205 $227 Million
Q3 2023

Oct 30, 2023
SELL
$92.79 - $100.59 $10,763 - $11,668
-116 Reduced 5.04%
2,185 $204 Million
Q2 2023

Jul 18, 2023
SELL
$91.33 - $98.06 $89,138 - $95,706
-976 Reduced 29.78%
2,301 $223 Million
Q1 2023

Apr 20, 2023
BUY
$86.24 - $94.55 $1,638 - $1,796
19 Added 0.58%
3,277 $302 Million
Q4 2022

Jan 31, 2023
BUY
$83.11 - $91.07 $270,772 - $296,706
3,258 New
3,258 $281 Million

Others Institutions Holding VT

# of Institutions
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email