Number of Shares
28,434.00
Current Holdings Value*
$8.64 Mil
% of Portfolio
5.46%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
13.30%

MELFA WEALTH MANAGEMENT, INC.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, MELFA WEALTH MANAGEMENT, INC. held 28,434.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.64 Mil. This investment constitutes 5.46% of their stock portfolio, and MELFA WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q4. And since then MELFA WEALTH MANAGEMENT, INC. has made 7 purchases of VTI, at an average price of $270.67, for a total of 30,017.00 shares. In addition, there have been 3 sales at an average price of $211.20 for 1,583.00 shares. Based on historical transaction data and VTI's current price of $311.99, MELFA WEALTH MANAGEMENT, INC.'s estimated gain on his VTI holdings is $1.08 Mil, reflecting a 13.30% gain to date.

MELFA WEALTH MANAGEMENT, INC. VTI ($311.99) Holding Chart

MELFA WEALTH MANAGEMENT, INC. VTI ($311.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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