Stratos Wealth Partners’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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $972K | Buy |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $993K | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $936K | Sell |
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|
2023
Q4 | $950K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $17K | Buy |
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