AWA
VGM icon

Arkadios Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Arkadios Wealth Advisors’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-749
Closed -$10K – 1740
2021
Q3 		$10K Buy
749
+9
+1% +$127 ﹤0.01% 1452
2021
Q2 		$10K Buy
+740
New +$10.3K ﹤0.01% 1550

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arkadios Wealth Advisors's VGM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2021, closing a stake of 749 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in VGM in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 90 funds tracked by Wall St. Rank hold VGM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 749 Invesco Trust Investment Grade Municipals shares in Q4 2021, an estimated $10K.
  • Arkadios Wealth Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Invesco Trust Investment Grade Municipals position peaked at $10K in Q3 2021.
  • 90 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.