Back to VCV
Avantax Planning Partners, Inc. → VCV
Avantax Planning Partners, Inc. VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $358K |
| Q1 2026 | $609K |
| Q2 2026 | $625K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 61.0K | — | — |
| Q2 2026 | $625K | 25.5K | — | — |
| Q1 2026 | $609K | 25.5K | — | — |
| Q4 2025 | $358K | 14.8K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M