Cerity Partners’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
Q3 | $188K | Hold |
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|
2025
Q2 | $176K | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.49M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $422K | Hold |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $330K | Buy |
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