Avior Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $196K | Buy |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $41.7K | Buy |
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|
2023
Q3 | $35.4K | Buy |
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|
2023
Q2 | $40K | Buy |
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|
2023
Q1 | $40.5K | Buy |
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|
2022
Q4 | $40.5K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $44K | Buy |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $48K | Buy |
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|
2020
Q3 | $44K | Buy |
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|
2020
Q2 | $42K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Buy |
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