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MELFA WEALTH MANAGEMENT, INC.: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MELFA WEALTH MANAGEMENT, INC. on VGSH, newest first. How the timeline and the estimate are built.

MELFA WEALTH MANAGEMENT, INC. held 11,126 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,126 shares
    Change vs previous 13F -500 shares

    0.35% of the 13F portfolio, value $647,524.

    13F-HR 0001951757-26-001038 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,626 shares
    Change vs previous 13F +2,400 shares

    0.39% of the 13F portfolio, value $680,577.

    13F-HR 0001951757-26-000574 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,226 shares
    Change vs previous 13F +2,370 shares

    0.31% of the 13F portfolio, value $541,834.

    13F-HR 0001951757-26-000195 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,856 shares
    Change vs previous 13F +1,754 shares

    0.24% of the 13F portfolio, value $403,455.

    13F-HR 0001951757-25-001204 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,102 shares
    Change vs previous 13F +852 shares

    0.19% of the 13F portfolio, value $299,870.

    13F-HR 0001951757-25-000882 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,250 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $249,432.

    13F-HR 0001951757-25-000490 filed by MELFA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).