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

Newbridge Financial Services 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
2025
Q4 		– Sell
-353
Closed -$3.57K – 1476
2025
Q3 		$3.57K Hold
353
– – ﹤0.01% 1072
2025
Q2 		$3.35K Buy
+353
New +$3.39K ﹤0.01% 1080
2021
Q3 		– Sell
-3,900
Closed -$55K – 1615
2021
Q2 		$55K Hold
3,900
– – 0.03% 419
2021
Q1 		$53K Hold
3,900
– – 0.04% 388
2020
Q4 		$52K Hold
3,900
– – 0.04% 326
2020
Q3 		$48K Buy
+3,900
New +$49.1K 0.05% 329

Other funds holding VGM

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return