Vanguard Capital Wealth Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $219K | Hold |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $98K | Hold |
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|
2023
Q3 | $84.3K | Hold |
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|
2023
Q2 | $95.8K | Hold |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $94.8K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $110K | Hold |
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|
2021
Q4 | $139K | Sell |
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|
2021
Q3 | $144 | Hold |
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|
2021
Q2 | $146K | Hold |
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|
2021
Q1 | $135K | Hold |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q2 | $122K | Buy |
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|
2019
Q4 | $134K | Hold |
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|
2019
Q3 | $134K | Hold |
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|
2019
Q2 | $135K | Hold |
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|
2019
Q1 | $127K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $123K | Buy |
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