Melfa Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 2024

A detailed history of Melfa Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,739 shares of VNQ stock, worth $247,249. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,739
Previous 2,653 3.24%
Holding current value
$247,249
Previous $258 Million 5.6%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$87.85 - $98.6 $7,555 - $8,479
86 Added 3.24%
2,739 $244 Million
Q3 2024

Oct 16, 2024
SELL
$82.97 - $98.97 $7,301 - $8,709
-88 Reduced 3.21%
2,653 $258 Million
Q2 2024

Jul 15, 2024
SELL
$78.61 - $85.97 $628 - $687
-8 Reduced 0.29%
2,741 $230 Million
Q1 2024

Apr 23, 2024
BUY
$82.58 - $89.12 $227,012 - $244,990
2,749 New
2,749 $238 Million

Others Institutions Holding VNQ

# of Institutions
1,919
Shares Held
227M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email