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MWM
Melfa Wealth Management’s
Invesco Senior Income Trust
VVR
Stock Holding History
Melfa Wealth Management’s Portfolio
VVR Stock Details
VVR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$382K
Hold
118,682
–
–
0.22%
97
2025
Q4
$388K
Buy
118,682
+25,000
+27%
+$82.5K
0.22%
104
2025
Q3
$324K
Hold
93,682
–
–
0.19%
123
2025
Q2
$356K
Buy
93,682
+34,250
+58%
+$124K
0.23%
108
2025
Q1
$223K
Hold
59,432
–
–
0.15%
156
2024
Q4
$235K
Hold
59,432
–
–
0.16%
150
2024
Q3
$242K
Hold
59,432
–
–
0.16%
148
2024
Q2
$256K
Hold
59,432
–
–
0.18%
124
2024
Q1
$254K
Buy
59,432
+27
+0%
+$112
0.18%
124
2023
Q4
$244K
Buy
59,405
+161
+0.3%
+$644
0.23%
93
2023
Q3
$232K
Buy
59,244
+372
+0.6%
+$1.44K
0.25%
92
2023
Q2
$227K
Buy
58,872
+142
+0.2%
+$527
0.23%
99
2023
Q1
$216K
Buy
58,730
+22
+0%
+$85
0.22%
103
2022
Q4
$225K
Buy
+58,708
New
+$223K
0.23%
97
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$376B AUM
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1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
EWA
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$20.3B AUM
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$564B AUM
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1-Year Est. Return
AIA
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$852M AUM
0.1%
1-Year Est. Return
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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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