Back to VCV
Concurrent Investment Advisors, LLC → VCV
Concurrent Investment Advisors, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$232K
Q3 2026
Peak value
$255K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $249K |
| Q4 2025 | $251K |
| Q1 2026 | $248K |
| Q2 2026 | $255K |
| Q3 2026 | $232K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $232K | 10.4K | — | — |
| Q2 2026 | $255K | 10.4K | — | — |
| Q1 2026 | $248K | 10.4K | — | — |
| Q4 2025 | $251K | 10.4K | — | — |
| Q3 2025 | $249K | 10.4K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M
$24M