Confluence Wealth Services’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Confluence Wealth Services’s Portfolio VPV Stock Details VPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Buy
2025 Q1	$364K	Buy
2022 Q4	–	Sell
2022 Q3	$182K	Buy
2022 Q2	$114K	Sell
2022 Q1	$123K	Hold
2021 Q4	$147K	Buy