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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Hold
20,620
﹤0.01% 2894
2025
Q1
$219K Hold
20,620
﹤0.01% 2597
2024
Q4
$226K Buy
20,620
+1,000
+5% +$10.9K ﹤0.01% 2588
2024
Q3
$214K Hold
19,620
﹤0.01% 2385
2024
Q2
$204K Hold
19,620
﹤0.01% 2280
2024
Q1
$195K Hold
19,620
﹤0.01% 2210
2023
Q4
$192K Hold
19,620
﹤0.01% 2093
2023
Q3
$165K Buy
+19,620
New +$165K ﹤0.01% 2025