Planning Alternatives’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$670K	Hold	73,000	–	–	0.09%	43
2025 Q1	$693K	Buy	73,000 +34,000	+87%	+$323K	0.11%	39
2024 Q4	$379K	Hold	39,000	–	–	0.06%	45
2024 Q3	$401K	Hold	39,000	–	–	0.06%	42
2024 Q2	$393K	Buy	39,000 +10,000	+34%	+$101K	0.06%	41
2024 Q1	$282K	Buy	29,000 +5,000	+21%	+$48.7K	0.05%	43
2023 Q4	$231K	Hold	24,000	–	–	0.04%	45
2023 Q3	$198K	Buy	24,000 +3,000	+14%	+$24.7K	0.04%	46
2023 Q2	$199K	Buy	21,000 +1,000	+5%	+$9.46K	0.04%	45
2023 Q1	$196K	Hold	20,000	–	–	0.04%	46
2022 Q4	$198K	Buy	+20,000	New	+$198K	0.04%	45
2019 Q1	–	Sell	-15,842	Closed	-$177K	–	53
2018 Q4	$177K	Hold	15,842	–	–	0.04%	45
2018 Q3	$181K	Hold	15,842	–	–	0.03%	47
2018 Q2	$186K	Hold	15,842	–	–	0.03%	48
2018 Q1	$186K	Hold	15,842	–	–	0.03%	34
2017 Q4	$196K	Buy	15,842 +1,800	+13%	+$22.3K	0.04%	50
2017 Q3	$183K	Hold	14,042	–	–	0.03%	51
2017 Q2	$184K	Hold	14,042	–	–	0.04%	49
2017 Q1	$182K	Sell	14,042 -8	-0.1%	-$104	0.04%	51
2016 Q4	$179K	Hold	14,050	–	–	0.04%	47
2016 Q3	$200K	Sell	14,050 -3,000	-18%	-$42.7K	0.04%	44
2016 Q2	$254K	Hold	17,050	–	–	0.06%	42
2016 Q1	$238K	Hold	17,050	–	–	0.05%	43
2015 Q4	$225K	Hold	17,050	–	–	0.05%	44
2015 Q3	$214K	Hold	17,050	–	–	0.05%	40
2015 Q2	$208K	Hold	17,050	–	–	0.04%	40
2015 Q1	$221K	Hold	17,050	–	–	0.05%	40
2014 Q4	$219K	Hold	17,050	–	–	0.05%	42
2014 Q3	$214K	Hold	17,050	–	–	0.05%	45
2014 Q2	$215K	Hold	17,050	–	–	0.05%	45
2014 Q1	$208K	Hold	17,050	–	–	0.06%	42
2013 Q4	$200K	Hold	17,050	–	–	0.06%	36
2013 Q3	$201K	Sell	17,050 -1,000	-6%	-$11.8K	0.09%	23
2013 Q2	$235K	Buy	+18,050	New	+$235K	0.13%	22