Bogart Wealth LLC’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
Q1
Sell
-1,099
Closed -$11.1K 1511
2024
Q4
$11.1K Hold
1,099
﹤0.01% 703
2024
Q3
$11.6K Buy
+1,099
New +$11.6K ﹤0.01% 665