Blue Bell Private Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Blue Bell Private Wealth Management’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
2025 Q3	$60.1K	Sell
2025 Q2	$96K	Sell
2025 Q1	$116K	Sell
2024 Q4	$138K	Sell
2024 Q3	$168K	Buy
2024 Q2	$158K	Buy
2014 Q1	–	Sell
2013 Q4	$8K	Buy