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MWM
Melfa Wealth Management’s
Invesco Municipal Opportunity Trust
VMO
Stock Holding History
Melfa Wealth Management’s Portfolio
VMO Stock Details
VMO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$407K
Buy
42,804
+24
+0.1%
+$234
0.23%
94
2025
Q4
$409K
Sell
42,780
-696
-2%
-$6.71K
0.24%
99
2025
Q3
$420K
Buy
43,476
+24
+0.1%
+$222
0.25%
101
2025
Q2
$399K
Buy
43,452
+24
+0.1%
+$221
0.25%
98
2025
Q1
$412K
Buy
43,428
+22
+0.1%
+$214
0.28%
94
2024
Q4
$422K
Buy
43,406
+22
+0.1%
+$219
0.28%
93
2024
Q3
$446K
Buy
43,384
+20
+0%
+$202
0.29%
93
2024
Q2
$437K
Buy
43,364
+16
+0%
+$154
0.31%
87
2024
Q1
$422K
Sell
43,348
-8,738
-17%
-$83.9K
0.3%
86
2023
Q4
$416K
Buy
52,086
+12
+0%
+$105
0.39%
65
2023
Q3
$429K
Buy
52,074
+13
+0%
+$119
0.47%
57
2023
Q2
$493K
Buy
52,061
+11
+0%
+$104
0.5%
53
2023
Q1
$511K
Buy
52,050
+13
+0%
+$126
0.51%
49
2022
Q4
$516K
Buy
+52,037
New
+$483K
0.54%
50
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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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