Integrated Wealth Concepts’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 | $104K | Hold |
11,010
| – | – | ﹤0.01% | 1826 |
|
|
2025
Q1 | $110K | Hold |
11,010
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q4 | $111K | Hold |
11,010
| – | – | ﹤0.01% | 1651 |
|
|
2024
Q3 | $116K | Hold |
11,010
| – | – | ﹤0.01% | 1599 |
|
|
2024
Q2 | $113K | Hold |
11,010
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q1 | $109K | Hold |
11,010
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q4 | $109K | Hold |
11,010
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q3 | $93.6K | Sell |
11,010
-4,175
| -27% | -$35.5K | ﹤0.01% | 1486 |
|
|
2023
Q2 | $147K | Hold |
15,185
| – | – | ﹤0.01% | 1462 |
|
|
2023
Q1 | $151K | Buy |
+15,185
| New | +$151K | ﹤0.01% | 1252 |
|