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Silverlake Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Silverlake Wealth Management’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
2022
Q4 		– Sell
-10,372
Closed -$97.1K – 222
2022
Q3 		$97.1K Buy
+10,372
New +$108K 0.07% 195

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Silverlake Wealth Management's VGM Position: Q4 2022 in Review

Silverlake Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2022, closing a stake of 10,372 shares — an estimated $97.1K sold.

Silverlake Wealth Management first reported a position in VGM in Q3 2022 and held it in 1 quarter. The position peaked at $97.1K in Q3 2022. 96 funds tracked by Wall St. Rank hold VGM as of Q4 2022.

  • Silverlake Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2022 after selling out during the quarter.
  • Silverlake Wealth Management sold 10,372 Invesco Trust Investment Grade Municipals shares in Q4 2022, an estimated $97.1K.
  • Silverlake Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q3 2022 and held it in 1 quarter.
  • Silverlake Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $97.1K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2022.

Based on Silverlake Wealth Management's 13F filing for Q4 2022, filed 16 Feb 2023.