Concurrent Investment Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Concurrent Investment Advisors’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 Q2	$97.8K	Hold
2025 Q1	$103K	Hold
2024 Q4	$104K	Hold
2024 Q3	$109K	Hold
2024 Q2	$106K	Hold
2024 Q1	$102K	Hold
2023 Q4	$102K	Buy