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 $224,671. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,573
Previous 1,706 7.8%
Holding current value
$224,671
Previous $229 Million 1.75%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$130.03 - $143.03 $17,293 - $19,022
-133 Reduced 7.8%
1,573 $225 Million
Q2 2024

Jul 15, 2024

SELL
$128.05 - $136.02 $15,366 - $16,322
-120 Reduced 6.57%
1,706 $229 Million
Q1 2024

Apr 23, 2024

BUY
$123.23 - $136.93 $225,017 - $250,034
1,826 New
1,826 $250 Million
Q1 2023

Apr 20, 2023

BUY
$103.33 - $115.07 $1,343 - $1,495
13 Added 0.58%
2,246 $243 Million
Q4 2022

Jan 31, 2023

BUY
$97.37 - $112.0 $217,427 - $250,096
2,233 New
2,233 $234 Million

Others Institutions Holding VFQY

About VANGUARD WELLINGTON FD U S QUA


  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.