WFA
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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
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

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AAM
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GC
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return