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

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 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 2,789 shares of VT stock, worth $327,623. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,789
Previous 2,755 1.23%
Holding current value
$327,623
Previous $330 Million 0.64%
% of portfolio
0.22%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,089
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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