High Note Wealth’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 | $29.9K | Sell |
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|
2025
Q2 | $66.9K | Sell |
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|
2025
Q1 | $77.2K | Sell |
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|
2024
Q4 | $127K | Sell |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $188K | Sell |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $566K | Buy |
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