Sovereign Financial Group’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Buy	30,430 +2,481	+9%	+$23.5K	0.06%	254
2025 Q1	$278K	Buy	27,949 +2,734	+11%	+$27.2K	0.06%	239
2024 Q4	$255K	Buy	25,215 +14,277	+131%	+$144K	0.06%	251
2024 Q3	$116K	Buy	+10,938	New	+$116K	0.03%	280