LGWM
VCV icon

Litman Gregory Wealth Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Litman Gregory Wealth Management’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-260
Closed -$3K – 183
2021
Q1 		$3K Hold
260
– – ﹤0.01% 178
2020
Q4 		$3K Sell
260
-2,100
-89% -$26.5K ﹤0.01% 179
2020
Q3 		$29K Buy
+2,360
New +$29.1K 0.01% 110

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Litman Gregory Wealth Management's VCV Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Invesco California Value Municipal Income Trust (VCV) in Q2 2021, closing a stake of 260 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in VCV in Q3 2020 and held it in 3 quarters. The position peaked at $29K in Q3 2020. 48 funds tracked by Wall St. Rank hold VCV as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Invesco California Value Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 260 Invesco California Value Municipal Income Trust shares in Q2 2021, an estimated $3K.
  • Litman Gregory Wealth Management first reported a position in Invesco California Value Municipal Income Trust in Q3 2020 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Invesco California Value Municipal Income Trust position peaked at $29K in Q3 2020.
  • 48 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.