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Meridian Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Meridian Wealth Management’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,000
Closed -$93.5K – 616
2023
Q3 		$93.5K Hold
11,000
– – 0.01% 526
2023
Q2 		$107K Hold
11,000
– – 0.01% 527
2023
Q1 		$109K Hold
11,000
– – 0.01% 525
2022
Q4 		$111K Hold
11,000
– – 0.01% 509
2022
Q3 		$103K Hold
11,000
– – 0.01% 472
2022
Q2 		$116K Hold
11,000
– – 0.01% 535
2022
Q1 		$128K Hold
11,000
– – 0.01% 389
2021
Q4 		$154K Hold
11,000
– – 0.02% 394
2021
Q3 		$151K Hold
11,000
– – 0.02% 382
2021
Q2 		$154K Hold
11,000
– – 0.02% 374
2021
Q1 		$148K Hold
11,000
– – 0.02% 356
2020
Q4 		$145K Hold
11,000
– – 0.02% 330
2020
Q3 		$136K Hold
11,000
– – 0.03% 248
2020
Q2 		$132K Hold
11,000
– – 0.04% 214
2020
Q1 		$132K Buy
+11,000
New +$140K 0.06% 196

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Meridian Wealth Management's VGM Position: Q4 2023 in Review

Meridian Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2023, closing a stake of 11,000 shares — an estimated $93.5K sold.

Meridian Wealth Management first reported a position in VGM in Q1 2020 and held it in 15 quarters. The position peaked at $154K in Q4 2021. 108 funds tracked by Wall St. Rank hold VGM as of Q4 2023.

  • Meridian Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 11,000 Invesco Trust Investment Grade Municipals shares in Q4 2023, an estimated $93.5K.
  • Meridian Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q1 2020 and held it in 15 quarters.
  • Meridian Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $154K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.