LNWWM
VGM icon

Laird Norton Wetherby Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Laird Norton Wetherby 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
2024
Q1 		– Sell
-11,347
Closed -$112K – 983
2023
Q4 		$112K Buy
+11,347
New +$103K 0.01% 888
2017
Q3 		– Sell
-11,082
Closed -$149K – 644
2017
Q2 		$149K Sell
11,082
-3,573
-24% -$47.2K 0.03% 546
2017
Q1 		$190K Buy
+14,655
New +$190K 0.03% 532
2016
Q3 		– Sell
-10,202
Closed -$152K – 534
2016
Q2 		$152K Buy
+10,202
New +$147K 0.03% 486

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return