Institute for Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
15,100
| – | – | 0.02% | 553 |
|
|
2025
Q1 | $150K | Hold |
15,100
| – | – | 0.02% | 517 |
|
|
2024
Q4 | $153K | Hold |
15,100
| – | – | 0.02% | 495 |
|
|
2024
Q3 | $159K | Hold |
15,100
| – | – | 0.02% | 530 |
|
|
2024
Q2 | $155K | Hold |
15,100
| – | – | 0.02% | 493 |
|
|
2024
Q1 | $149K | Hold |
15,100
| – | – | 0.02% | 494 |
|
|
2023
Q4 | $149K | Hold |
15,100
| – | – | 0.02% | 471 |
|
|
2023
Q3 | $128K | Hold |
15,100
| – | – | 0.02% | 442 |
|
|
2023
Q2 | $147K | Buy |
+15,100
| New | +$147K | 0.02% | 442 |
|