Tyche Wealth Partners’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 | $670K | Hold |
70,598
| – | – | 0.13% | 122 |
|
|
2025
Q1 | $703K | Buy |
70,598
+3,234
| +5% | +$32.2K | 0.15% | 99 |
|
|
2024
Q4 | $680K | Sell |
67,364
-4,180
| -6% | -$42.2K | 0.14% | 117 |
|
|
2024
Q3 | $756K | Sell |
71,544
-9,635
| -12% | -$102K | 0.17% | 89 |
|
|
2024
Q2 | $834K | Hold |
81,179
| – | – | 0.2% | 80 |
|
|
2024
Q1 | $800K | Buy |
81,179
+1,800
| +2% | +$17.7K | 0.2% | 89 |
|
|
2023
Q4 | $785K | Buy |
+79,379
| New | +$785K | 0.19% | 101 |
|