Institute for Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Institute for Wealth 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
2025 Q3	$153K	Hold
2025 Q2	$143K	Hold
2025 Q1	$150K	Hold
2024 Q4	$153K	Hold
2024 Q3	$159K	Hold
2024 Q2	$155K	Hold
2024 Q1	$149K	Hold
2023 Q4	$149K	Hold
2023 Q3	$128K	Hold
2023 Q2	$147K	Buy