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MWM
Melfa Wealth Management’s
Invesco Advantage Municipal Income Trust II
VKI
Stock Holding History
Melfa Wealth Management’s Portfolio
VKI Stock Details
VKI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$725K
Hold
83,679
–
–
0.42%
59
2025
Q4
$763K
Sell
83,679
-828
-1%
-$7.36K
0.44%
59
2025
Q3
$741K
Hold
84,507
–
–
0.43%
57
2025
Q2
$707K
Sell
84,507
-943
-1%
-$7.82K
0.45%
55
2025
Q1
$730K
Hold
85,450
–
–
0.49%
52
2024
Q4
$747K
Hold
85,450
–
–
0.5%
52
2024
Q3
$796K
Hold
85,450
–
–
0.53%
52
2024
Q2
$758K
Buy
85,450
+1,245
+1%
+$10.6K
0.53%
50
2024
Q1
$716K
Sell
84,205
-13,307
-14%
-$113K
0.52%
53
2023
Q4
$727K
Buy
97,512
+32
+0%
+$251
0.68%
40
2023
Q3
$722K
Buy
97,480
+31
+0%
+$253
0.79%
36
2023
Q2
$820K
Buy
97,449
+31
+0%
+$263
0.83%
32
2023
Q1
$868K
Buy
97,418
+31
+0%
+$270
0.87%
29
2022
Q4
$837K
Buy
+97,387
New
+$813K
0.87%
30
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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