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Cherry Tree Wealth Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Cherry Tree Wealth Management’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,625
Closed -$18.1K – 603
2025
Q4 		$18.1K Hold
1,625
– – ﹤0.01% 365
2025
Q3 		$17.2K Hold
1,625
– – ﹤0.01% 354
2025
Q2 		$16.9K Hold
1,625
– – ﹤0.01% 354
2025
Q1 		$17.2K Hold
1,625
– – ﹤0.01% 369
2024
Q4 		$17.8K Hold
1,625
– – ﹤0.01% 353
2024
Q3 		$17.7K Hold
1,625
– – ﹤0.01% 356
2024
Q2 		$16.9K Hold
1,625
– – ﹤0.01% 346
2024
Q1 		$16.2K Hold
1,625
– – ﹤0.01% 337
2023
Q4 		$15.9K Hold
1,625
– – ﹤0.01% 319
2023
Q3 		$13.7K Hold
1,625
– – ﹤0.01% 314
2023
Q2 		$15.6K Buy
+1,625
New +$15.8K ﹤0.01% 304

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HWAM
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