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

Nations Financial Group’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
2021
Q2 		– Sell
-10,272
Closed -$138K – 420
2021
Q1 		$138K Hold
10,272
– – 0.03% 340
2020
Q4 		$136K Hold
10,272
– – 0.04% 313
2020
Q3 		$128K Hold
10,272
– – 0.04% 281
2020
Q2 		$124K Hold
10,272
– – 0.04% 259
2020
Q1 		$124K Buy
+10,272
New +$131K 0.05% 248
2019
Q4 		– Sell
-10,659
Closed -$137K – 298
2019
Q3 		$137K Hold
10,659
– – 0.05% 280
2019
Q2 		$135K Hold
10,659
– – 0.09% 168
2019
Q1 		$132K Hold
10,659
– – 0.09% 165
2018
Q4 		$122K Hold
10,659
– – 0.1% 157
2018
Q3 		$127K Hold
10,659
– – 0.09% 161
2018
Q2 		$132K Buy
+10,659
New +$131K 0.11% 154

Other funds holding VGM

BI
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GC
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RCM
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SIA
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PPA
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return