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Whipplewood Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Whipplewood Advisors’s Portfolio VGM Stock Details VGM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$621K Sell
65,458
-38,969
-37% -$370K 0.34% 81
2025
Q1 		$648K Buy
104,427
+39,010
+60% +$242K 0.38% 68
2024
Q4 		$661K Buy
+65,417
New +$661K 0.38% 65