MELFA WEALTH MANAGEMENT, INC. VTI Holdings History
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 $312.30, MELFA WEALTH MANAGEMENT, INC.'s estimated gain on his VTI holdings is $1.09 Mil, reflecting a 13.41% gain to date.
MELFA WEALTH MANAGEMENT, INC. VTI ($312.30) Holding Chart
MELFA WEALTH MANAGEMENT, INC. VTI ($312.30) 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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