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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WestHill Financial Advisors's VCV Position: Q2 2026 in Review

WestHill Financial Advisors held its Invesco California Value Municipal Income Trust (VCV) position steady in Q2 2026 at 11,925 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #81.

WestHill Financial Advisors first reported a position in VCV in Q4 2023 and has held it in 11 quarters since. The position peaked at $133K in Q4 2025. 55 funds tracked by Wall St. Rank hold VCV as of Q2 2026.

WestHill Financial Advisors held 11,925 shares of Invesco California Value Municipal Income Trust worth $129K as of Q2 2026.
WestHill Financial Advisors left its Invesco California Value Municipal Income Trust share count unchanged in Q2 2026.
Invesco California Value Municipal Income Trust made up 0.02% of WestHill Financial Advisors's portfolio in Q2 2026, its #81 holding.
WestHill Financial Advisors first reported a position in Invesco California Value Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
WestHill Financial Advisors's Invesco California Value Municipal Income Trust position peaked at $133K in Q4 2025.
55 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.