Melfa Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,674 shares of VBR stock, worth $316,218. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,674
Previous 1,696
1.3%
Holding current value
$316,218
Previous $341 Million
2.58%
% of portfolio
0.22%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.49 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$755 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$729 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$670 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$453 Million0.45% of portfolio