Prospera Financial Services’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $155K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $123K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q4 | $186K | Hold |
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|
2020
Q3 | $175K | Sell |
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|
2020
Q2 | $170K | Buy |
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|
2020
Q1 | $140K | Sell |
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|
2019
Q4 | $174K | Sell |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $222K | Buy |
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|
2018
Q3 | $208K | Hold |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q4 | $165K | Hold |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $168K | Hold |
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|
2017
Q1 | $162K | Hold |
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|
2016
Q4 | $159K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.07M | Buy |
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