Melfa Wealth Management, LLC Vanguard Wellington Fd U S Qua Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 2024
A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,573 shares of VFQY stock, worth $222,296. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,573
Previous 1,706
7.8%
Holding current value
$222,296
Previous $229 Million
1.75%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VFQY
# of Institutions
78Shares Held
1.03MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.183KShares$25.8 Million5.09% of portfolio
-
Systelligence, LLC127KShares$18 Million4.85% of portfolio
-
Foundations Investment Advisors, LLC105KShares$14.8 Million0.34% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA68KShares$9.61 Million6.67% of portfolio
-
Gyl Financial Synergies, LLC67.4KShares$9.52 Million0.71% of portfolio