Rothschild Investment LLC’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Rothschild Investment LLC’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 Q2	$791K	Sell
2025 Q1	$1.13M	Sell
2024 Q4	$1.32M	Hold
2024 Q3	$1.38M	Buy
2024 Q2	$1.3M	Hold
2024 Q1	$1.25M	Hold
2023 Q4	$1.25M	Buy