MCM
VGM icon

MV Capital Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

MV Capital 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
2022
Q1 		– Sell
-4,375
Closed -$61K – 705
2021
Q4 		$61K Hold
4,375
– – 0.01% 203
2021
Q3 		$60K Hold
4,375
– – 0.01% 195
2021
Q2 		$61K Hold
4,375
– – 0.01% 182
2021
Q1 		$59K Buy
+4,375
New +$58.1K 0.01% 165

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MV Capital Management's VGM Position: Q1 2022 in Review

MV Capital Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2022, closing a stake of 4,375 shares — an estimated $61K sold.

MV Capital Management first reported a position in VGM in Q1 2021 and held it in 4 quarters. The position peaked at $61K in Q4 2021. 94 funds tracked by Wall St. Rank hold VGM as of Q1 2022.

  • MV Capital Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2022 after selling out during the quarter.
  • MV Capital Management sold 4,375 Invesco Trust Investment Grade Municipals shares in Q1 2022, an estimated $61K.
  • MV Capital Management first reported a position in Invesco Trust Investment Grade Municipals in Q1 2021 and held it in 4 quarters.
  • MV Capital Management's Invesco Trust Investment Grade Municipals position peaked at $61K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2022.

Based on MV Capital Management's 13F filing for Q1 2022, filed 9 May 2022.