Dakota Wealth Management’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 | – | Sell |
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|
2025
Q2 | $922K | Sell |
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|
2025
Q1 | $976K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $950K | Buy |
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|
2024
Q2 | $904K | Hold |
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|
2024
Q1 | $868K | Hold |
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|
2023
Q4 | $870K | Buy |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $540K | Hold |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $176K | Sell |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $383K | Hold |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $324K | Sell |
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|
2019
Q1 | $371K | Sell |
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|
2018
Q4 | $497K | Buy |
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|
2018
Q3 | $202K | Buy |
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