Melfa Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 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 2,653 shares of VNQ stock, worth $254,024. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,653
Previous 2,741
3.21%
Holding current value
$254,024
Previous $230 Million
12.55%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,757Shares Held
240MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.08 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$930 Million0.07% of portfolio