Northwestern Mutual Wealth Management’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70K | Sell |
7,361
-1,280
| -15% | -$12.5K | ﹤0.01% | 2318 |
|
|
2025
Q4 | $82.7K | Buy |
8,641
+374
| +5% | +$3.6K | ﹤0.01% | 2217 |
|
|
2025
Q3 | $79.9K | Buy |
8,267
+606
| +8% | +$5.61K | ﹤0.01% | 2140 |
|
|
2025
Q2 | $70.3K | Buy |
7,661
+5,490
| +253% | +$50.6K | ﹤0.01% | 2131 |
|
|
2025
Q1 | $20.6K | Hold |
2,171
| – | – | ﹤0.01% | 2503 |
|
|
2024
Q4 | $21.1K | Sell |
2,171
-11,790
| -84% | -$117K | ﹤0.01% | 2492 |
|
|
2024
Q3 | $143K | Buy |
13,961
+12,383
| +785% | +$125K | ﹤0.01% | 1753 |
|
|
2024
Q2 | $15.9K | Sell |
1,578
-259
| -14% | -$2.5K | ﹤0.01% | 2479 |
|
|
2024
Q1 | $17.9K | Sell |
1,837
-4,128
| -69% | -$39.6K | ﹤0.01% | 2451 |
|
|
2023
Q4 | $57.3K | Buy |
5,965
+823
| +16% | +$7.21K | ﹤0.01% | 1998 |
|
|
2023
Q3 | $42.3K | Hold |
5,142
| – | – | ﹤0.01% | 2031 |
|
|
2023
Q2 | $48.6K | Hold |
5,142
| – | – | ﹤0.01% | 1991 |
|
|
2023
Q1 | $50.4K | Hold |
5,142
| – | – | ﹤0.01% | 1937 |
|
|
2022
Q4 | $51K | Buy |
5,142
+1,163
| +29% | +$10.8K | ﹤0.01% | 1904 |
|
|
2022
Q3 | $36K | Sell |
3,979
-1,563
| -28% | -$16K | ﹤0.01% | 2015 |
|
|
2022
Q2 | $57K | Sell |
5,542
-9,489
| -63% | -$99.1K | ﹤0.01% | 1872 |
|
|
2022
Q1 | $172K | Buy |
15,031
+401
| +3% | +$4.88K | ﹤0.01% | 1490 |
|
|
2021
Q4 | $202K | Sell |
14,630
-3,557
| -20% | -$48.2K | ﹤0.01% | 1436 |
|
|
2021
Q3 | $249K | Sell |
18,187
-12,157
| -40% | -$168K | ﹤0.01% | 1273 |
|
|
2021
Q2 | $413K | Buy |
30,344
+3,553
| +13% | +$48.1K | ﹤0.01% | 1051 |
|
|
2021
Q1 | $352K | Hold |
26,791
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q4 | $343K | Sell |
26,791
-1,597
| -6% | -$20K | ﹤0.01% | 957 |
|
|
2020
Q3 | $347K | Buy |
28,388
+1,336
| +5% | +$16.5K | ﹤0.01% | 855 |
|
|
2020
Q2 | $321K | Buy |
27,052
+2,319
| +9% | +$26.7K | ﹤0.01% | 824 |
|
|
2020
Q1 | $283K | Sell |
24,733
-970
| -4% | -$12K | ﹤0.01% | 784 |
|
|
2019
Q4 | $318K | Buy |
25,703
+242
| +1% | +$3K | ﹤0.01% | 801 |
|
|
2019
Q3 | $319K | Buy |
25,461
+1,532
| +6% | +$19.3K | ﹤0.01% | 747 |
|
|
2019
Q2 | $294K | Buy |
23,929
+1,283
| +6% | +$15.4K | ﹤0.01% | 773 |
|
|
2019
Q1 | $270K | Sell |
22,646
-5,061
| -18% | -$59.6K | ﹤0.01% | 771 |
|
|
2018
Q4 | $310K | Buy |
27,707
+13,810
| +99% | +$154K | ﹤0.01% | 681 |
|
|
2018
Q3 | $159K | Buy |
13,897
+109
| +0.8% | +$1.28K | ﹤0.01% | 877 |
|
|
2018
Q2 | $162K | Buy |
13,788
+1,180
| +9% | +$13.8K | ﹤0.01% | 828 |
|
|
2018
Q1 | $148K | Buy |
12,608
+11,850
| +1,563% | +$141K | ﹤0.01% | 828 |
|
|
2017
Q4 | $9K | Hold |
758
| – | – | ﹤0.01% | 1798 |
|
|
2017
Q3 | $10K | Hold |
758
| – | – | ﹤0.01% | 1672 |
|
|
2017
Q2 | $10K | Hold |
758
| – | – | ﹤0.01% | 1596 |
|
|
2017
Q1 | $10K | Sell |
758
-162
| -18% | -$2.1K | ﹤0.01% | 1551 |
|
|
2016
Q4 | $12K | Buy |
+920
| New | +$12K | ﹤0.01% | 1554 |
|
|
2016
Q3 | – | Sell |
-554
| Closed | -$8K | – | 1482 |
|
|
2016
Q2 | $8K | Hold |
554
| – | – | ﹤0.01% | 1451 |
|
|
2016
Q1 | $8K | Hold |
554
| – | – | ﹤0.01% | 1519 |
|
|
2015
Q4 | $7K | Hold |
554
| – | – | ﹤0.01% | 1253 |
|
|
2015
Q3 | $7K | Buy |
554
+54
| +11% | +$672 | ﹤0.01% | 1175 |
|
|
2015
Q2 | $6K | Buy |
+500
| New | +$6.31K | ﹤0.01% | 1107 |
|
|
2014
Q2 | – | Sell |
-1,620
| Closed | -$20K | – | 1395 |
|
|
2014
Q1 | $20K | Buy |
+1,620
| New | +$19.6K | ﹤0.01% | 761 |
|
|
2013
Q4 | – | Sell |
-1,926
| Closed | -$23K | – | 1586 |
|
|
2013
Q3 | $23K | Buy |
+1,926
| New | +$22.5K | ﹤0.01% | 719 |
|
Other funds holding VMO
RCM
GC
RCM
AAM
HWAM
SIA