Wealth Enhancement Advisory Services
VCV icon

Wealth Enhancement Advisory Services’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,620
Closed -$215K – 4235
2026
Q1 		$215K Hold
20,620
– – ﹤0.01% 3082
2025
Q4 		$230K Hold
20,620
– – ﹤0.01% 3156
2025
Q3 		$219K Hold
20,620
– – ﹤0.01% 3060
2025
Q2 		$217K Hold
20,620
– – ﹤0.01% 2914
2025
Q1 		$219K Hold
20,620
– – ﹤0.01% 2618
2024
Q4 		$226K Buy
20,620
+1,000
+5% +$10.5K ﹤0.01% 2611
2024
Q3 		$214K Hold
19,620
– – ﹤0.01% 2408
2024
Q2 		$204K Hold
19,620
– – ﹤0.01% 2285
2024
Q1 		$195K Hold
19,620
– – ﹤0.01% 2210
2023
Q4 		$192K Hold
19,620
– – ﹤0.01% 2097
2023
Q3 		$165K Buy
+19,620
New +$183K ﹤0.01% 2036

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CWS
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MCP
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SW
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EA
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HWP
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