EFG
Ethos Financial Group’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
16,900
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $174K | Hold |
16,900
| – | – | 0.02% | 400 |
|
|
2024
Q4 | $174K | Hold |
16,900
| – | – | 0.02% | 297 |
|
|
2024
Q3 | $191K | Hold |
16,900
| – | – | 0.03% | 279 |
|
|
2024
Q2 | $184K | Hold |
16,900
| – | – | 0.03% | 265 |
|
|
2024
Q1 | $173K | Sell |
16,900
-5,000
| -23% | -$51.2K | 0.03% | 262 |
|
|
2023
Q4 | $219K | Buy |
+21,900
| New | +$219K | 0.05% | 236 |
|