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Whipplewood Advisors’s Invesco Bond Fund VBF Stock Holding History

Whipplewood Advisors’s Portfolio VBF Stock Details VBF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,468
Closed -$916K – 1272
2025
Q1 		$916K Sell
1,468
-55,855
-97% -$34.9M 0.54% 47
2024
Q4 		$884K Buy
+57,323
New +$884K 0.5% 52