HFM
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Hartford Financial Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Hartford Financial Management’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,755
Closed -$24K – 393
2021
Q1 		$24K Hold
1,755
– – 0.01% 242
2020
Q4 		$23K Hold
1,755
– – 0.01% 241
2020
Q3 		$22K Hold
1,755
– – 0.01% 234
2020
Q2 		$21K Hold
1,755
– – 0.01% 239
2020
Q1 		$21K Hold
1,755
– – 0.01% 230
2019
Q4 		$23K Hold
1,755
– – 0.01% 251
2019
Q3 		$23K Buy
+1,755
New +$22.7K 0.01% 249
2019
Q2 		– Hold
0
– – – 255
2019
Q1 		– Hold
0
– – – 255
2018
Q4 		– Hold
0
– – – 265
2018
Q3 		– Hold
0
– – – 273
2018
Q2 		– Hold
0
– – – 275
2017
Q4 		– Sell
-1,755
Closed -$23K – 384
2017
Q3 		$23K Buy
+1,755
New +$23.8K 0.01% 232

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return