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

Melfa Wealth Management, LLC

$148 Billion
Q1 2025

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 2,801 shares of VT stock, worth $345,559. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,801

Previous 2,789 0.43%

Holding current value

$345,559

Previous $328 Million 0.88%

% of portfolio

0.22%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$115.08 - $123.97 $1,380 - $1,487	12 Added 0.43%	2,801 $325 Million
Q4 2024 Jan 17, 2025	BUY	$117.09 - $123.07 $3,981 - $4,184	34 Added 1.23%	2,789 $328 Million
Q3 2024 Oct 16, 2024	SELL	$107.72 - $119.96 $10,448 - $11,636	-97 Reduced 3.4%	2,755 $330 Million
Q2 2024 Jul 15, 2024	BUY	$104.94 - $113.51 $13,747 - $14,869	131 Added 4.81%	2,852 $321 Million
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	$78.67 - $91.07 $256,306 - $296,706	3,258 New	3,258 $281 Million

Others Institutions Holding VT

# of Institutions

1,107

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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