Ancora Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Sell |
1,327
-46
| -3% | -$437 | ﹤0.01% | 1315 |
|
|
2025
Q1 | $13.7K | Sell |
1,373
-46
| -3% | -$458 | ﹤0.01% | 1250 |
|
|
2024
Q4 | $14.3K | Hold |
1,419
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q3 | $15K | Hold |
1,419
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q2 | $14.6K | Hold |
1,419
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q1 | $14K | Hold |
1,419
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q4 | $14K | Hold |
1,419
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q3 | $12.1K | Hold |
1,419
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q2 | $13.8K | Hold |
1,419
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q1 | $14.1K | Hold |
1,419
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q4 | $14K | Hold |
1,419
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q3 | $13K | Hold |
1,419
| – | – | ﹤0.01% | 1398 |
|
|
2022
Q2 | $15K | Hold |
1,419
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q1 | $16K | Buy |
1,419
+1,069
| +305% | +$12.1K | ﹤0.01% | 1571 |
|
|
2021
Q4 | $5K | Hold |
350
| – | – | ﹤0.01% | 2037 |
|
|
2021
Q3 | $5K | Hold |
350
| – | – | ﹤0.01% | 1899 |
|
|
2021
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q1 | $5K | Hold |
350
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q4 | $5K | Hold |
350
| – | – | ﹤0.01% | 1283 |
|
|
2020
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q2 | $4K | Hold |
350
| – | – | ﹤0.01% | 1194 |
|
|
2020
Q1 | $4K | Hold |
350
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q4 | $4K | Buy |
+350
| New | +$4K | ﹤0.01% | 1257 |
|
|
2018
Q4 | – | Sell |
-350
| Closed | -$4K | – | 1169 |
|
|
2018
Q3 | $4K | Buy |
+350
| New | +$4K | ﹤0.01% | 1274 |
|
|
2017
Q1 | – | Sell |
-350
| Closed | -$4K | – | 1057 |
|
|
2016
Q4 | $4K | Buy |
+350
| New | +$4K | ﹤0.01% | 1142 |
|