Back to VCV
Clay Northam Wealth Management, LLC → VCV
Clay Northam Wealth Management, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$258K
Q3 2026
Peak value
$322K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $305K |
| Q4 2025 | $322K |
| Q1 2026 | $303K |
| Q2 2026 | $315K |
| Q3 2026 | $258K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $258K | 28.8K | — | — |
| Q2 2026 | $315K | 29.2K | — | — |
| Q1 2026 | $303K | 29.1K | — | — |
| Q4 2025 | $322K | 28.9K | — | — |
| Q3 2025 | $305K | 28.8K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M
$24M