Merit Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,149	Closed	-$120K	–	829
2023 Q3	$120K	Sell	14,149 -78	-0.5%	-$663	﹤0.01%	711
2023 Q2	$138K	Buy	+14,227	New	+$138K	﹤0.01%	709