Melfa 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 | $355K | Hold |
37,360
| – | – | 0.22% | 109 |
|
|
2025
Q1 | $372K | Hold |
37,360
| – | – | 0.25% | 98 |
|
|
2024
Q4 | $377K | Hold |
37,360
| – | – | 0.25% | 98 |
|
|
2024
Q3 | $395K | Hold |
37,360
| – | – | 0.26% | 98 |
|
|
2024
Q2 | $384K | Hold |
37,360
| – | – | 0.27% | 97 |
|
|
2024
Q1 | $368K | Hold |
37,360
| – | – | 0.27% | 95 |
|
|
2023
Q4 | $369K | Hold |
37,360
| – | – | 0.35% | 73 |
|
|
2023
Q3 | $318K | Hold |
37,360
| – | – | 0.35% | 75 |
|
|
2023
Q2 | $363K | Hold |
37,360
| – | – | 0.37% | 71 |
|
|
2023
Q1 | $371K | Hold |
37,360
| – | – | 0.37% | 69 |
|
|
2022
Q4 | $375K | Buy |
+37,360
| New | +$375K | 0.39% | 71 |
|