Skip to main content
Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

VGM holding history

Invesco Trust for Investment Grade Municipals in every 13F filed by Melfa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VGM overviewAll 13F holders of VGMFull Q2 2026 holdings

Shares (Q2 2026)
37,360
Value
$396.0K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of VGM by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,360$396.0K0.2%00.0%UnchangedHolders
Q1 202637,360$368.7K0.2%00.0%UnchangedHolders
Q4 202537,360$387.4K0.2%00.0%UnchangedHolders
Q3 202537,360$378.1K0.2%00.0%UnchangedHolders
Q2 202537,360$354.5K0.2%00.0%UnchangedHolders
Q1 202537,360$372.1K0.3%00.0%UnchangedHolders
Q4 202437,360$377.3K0.3%00.0%UnchangedHolders
Q3 202437,360$394.5K0.3%00.0%UnchangedHolders
Q2 202437,360$383.7K0.3%00.0%UnchangedHolders
Q1 202437,360$368.4K0.3%00.0%UnchangedHolders
Q4 202337,360$369.5K0.3%00.0%UnchangedHolders
Q3 202337,360$317.6K0.3%00.0%UnchangedHolders
Q2 202337,360$362.8K0.4%00.0%UnchangedHolders
Q1 202337,360$371.4K0.4%00.0%UnchangedHolders
Q4 202237,360$375.5K0.4%–No prior filingHolders