Back to VCV
Core Wealth Partners LLC → VCV
Core Wealth Partners LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$367K
Q3 2026
Peak value
$455K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $433K |
| Q4 2025 | $455K |
| Q1 2026 | $427K |
| Q2 2026 | $441K |
| Q3 2026 | $367K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $367K | 40.9K | — | — |
| Q2 2026 | $441K | 40.9K | — | — |
| Q1 2026 | $427K | 40.9K | — | — |
| Q4 2025 | $455K | 40.9K | — | — |
| Q3 2025 | $433K | 40.9K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M