Steward Partners Investment Advisory’s Invesco Bond Fund VBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Hold |
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2025
Q1 | $13.9K | Hold |
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|
2024
Q4 | $13.9K | Hold |
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|
2024
Q3 | $15.3K | Buy |
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|
2024
Q2 | $12.8K | Hold |
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|
2024
Q1 | $12.5K | Hold |
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|
2023
Q4 | $12.2K | Hold |
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|
2023
Q3 | $11.6K | Hold |
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|
2023
Q2 | $11.9K | Hold |
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|
2023
Q1 | $12.3K | Hold |
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|
2022
Q4 | $12.5K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $170K | Buy |
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|
2021
Q2 | $119K | Sell |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $132K | Hold |
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|
2020
Q3 | $121K | Buy |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $29K | Buy |
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