WestHill Financial Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History

WestHill Financial Advisors’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 Q3	$107K	Hold	11,925	–	–	0.02%	91
2026 Q2	$129K	Hold	11,925	–	–	0.02%	81
2026 Q1	$124K	Hold	11,925	–	–	0.02%	75
2025 Q4	$133K	Hold	11,925	–	–	0.03%	80
2025 Q3	$126K	Hold	11,925	–	–	0.02%	77
2025 Q2	$124K	Hold	11,925	–	–	0.03%	71
2025 Q1	$127K	Hold	11,925	–	–	0.03%	71
2024 Q4	$130K	Hold	11,925	–	–	0.03%	76
2024 Q3	$130K	Hold	11,925	–	–	0.03%	73
2024 Q2	$124K	Hold	11,925	–	–	0.03%	69
2024 Q1	$119K	Hold	11,925	–	–	0.03%	75
2023 Q4	$117K	Buy	+11,925	New	+$106K	0.03%	74

Other funds holding VCV

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

WestHill Financial Advisors's VCV Position: Q3 2026 in Review

WestHill Financial Advisors held its Invesco California Value Municipal Income Trust (VCV) position steady in Q3 2026 at 11,925 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #91.

WestHill Financial Advisors first reported a position in VCV in Q4 2023 and has held it in 12 quarters since. The position peaked at $133K in Q4 2025. 8 funds tracked by Wall St. Rank hold VCV as of Q3 2026.

WestHill Financial Advisors held 11,925 shares of Invesco California Value Municipal Income Trust worth $107K as of Q3 2026.
WestHill Financial Advisors left its Invesco California Value Municipal Income Trust share count unchanged in Q3 2026.
Invesco California Value Municipal Income Trust made up 0.02% of WestHill Financial Advisors's portfolio in Q3 2026, its #91 holding.
WestHill Financial Advisors first reported a position in Invesco California Value Municipal Income Trust in Q4 2023 and has held it in 12 quarters since.
WestHill Financial Advisors's Invesco California Value Municipal Income Trust position peaked at $133K in Q4 2025.
8 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.