Melfa Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,519 shares of VFMO stock, worth $263,394. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,519
Previous 1,509
0.66%
Holding current value
$263,394
Previous $243 Million
2.8%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
116Shares Held
2.12MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.5 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.8 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.5 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.2 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.1 Million2.32% of portfolio