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

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