Dynamic Advisor Solutions’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
14,250
+600
| +4% | +$5.69K | ﹤0.01% | 873 |
|
|
2025
Q1 | $136K | Buy |
13,650
+900
| +7% | +$8.96K | ﹤0.01% | 824 |
|
|
2024
Q4 | $129K | Sell |
12,750
-200
| -2% | -$2.02K | 0.01% | 636 |
|
|
2024
Q3 | $137K | Buy |
12,950
+1,800
| +16% | +$19K | ﹤0.01% | 899 |
|
|
2024
Q2 | $115K | Hold |
11,150
| – | – | ﹤0.01% | 909 |
|
|
2024
Q1 | $110K | Sell |
11,150
-400
| -3% | -$3.94K | ﹤0.01% | 900 |
|
|
2023
Q4 | $113K | Hold |
11,550
| – | – | ﹤0.01% | 861 |
|
|
2023
Q3 | $98.2K | Buy |
11,550
+450
| +4% | +$3.83K | ﹤0.01% | 809 |
|
|
2023
Q2 | $108K | Buy |
11,100
+150
| +1% | +$1.46K | 0.01% | 770 |
|
|
2023
Q1 | $109K | Buy |
+10,950
| New | +$109K | 0.01% | 723 |
|