EA
VCV icon

Eclectic Associates’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Eclectic Associates’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
Q2 		$111K Sell
10,254
-2,943
-22% -$31.3K 0.01% 159
2026
Q1 		$138K Buy
13,197
+763
+6% +$8.43K 0.02% 157
2025
Q4 		$138K Buy
+12,434
New +$135K 0.02% 147

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HWAM
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CWS
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MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SW
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HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return