Independent Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Independent Financial Group’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
2022 Q4	–	Sell	-27,931	Closed	-$261K	–	821
2022 Q3	$261K	Buy	+27,931	New	+$292K	0.02%	580
2022 Q2	–	Sell	-11,300	Closed	-$131K	–	817
2022 Q1	$131K	Sell	11,300 -160	-1%	-$1.97K	0.01%	746
2021 Q4	$160K	Buy	11,460 +410	+4%	+$5.61K	0.01%	746
2021 Q3	$151K	Buy	+11,050	New	+$155K	0.02%	687

Other funds holding VGM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return