WealthBridge Capital Management’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 | $214K | Buy |
22,500
+2,500
| +13% | +$23.7K | 0.05% | 202 |
|
|
2025
Q1 | $199K | Sell |
20,000
-500
| -2% | -$4.98K | 0.06% | 195 |
|
|
2024
Q4 | $207K | Hold |
20,500
| – | – | 0.06% | 192 |
|
|
2024
Q3 | $216K | Hold |
20,500
| – | – | 0.06% | 201 |
|
|
2024
Q2 | $211K | Buy |
20,500
+2,000
| +11% | +$20.5K | 0.07% | 178 |
|
|
2024
Q1 | $182K | Sell |
18,500
-1,925
| -9% | -$19K | 0.06% | 188 |
|
|
2023
Q4 | $202K | Buy |
20,425
+2,100
| +11% | +$20.8K | 0.08% | 174 |
|
|
2023
Q3 | $156K | Buy |
18,325
+4,200
| +30% | +$35.7K | 0.06% | 172 |
|
|
2023
Q2 | $137K | Hold |
14,125
| – | – | 0.05% | 178 |
|
|
2023
Q1 | $140K | Hold |
14,125
| – | – | 0.06% | 187 |
|
|
2022
Q4 | $142K | Sell |
14,125
-8,175
| -37% | -$82.2K | 0.06% | 192 |
|
|
2022
Q3 | $235K | Hold |
22,300
| – | – | 0.1% | 172 |
|
|
2022
Q2 | $235K | Buy |
+22,300
| New | +$235K | 0.1% | 172 |
|
|
2019
Q4 | – | Sell |
-11,000
| Closed | -$142K | – | 128 |
|
|
2019
Q3 | $142K | Hold |
11,000
| – | – | 0.1% | 117 |
|
|
2019
Q2 | $126K | Hold |
11,000
| – | – | 0.12% | 107 |
|
|
2019
Q1 | $136K | Hold |
11,000
| – | – | 0.09% | 145 |
|
|
2018
Q4 | $126K | Buy |
+11,000
| New | +$126K | 0.1% | 143 |
|