Back to VCV
Dynamic Wealth Strategies, LLC → VCV
Dynamic Wealth Strategies, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$119K
Q3 2026
Peak value
$167K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $167K |
| Q4 2025 | $139K |
| Q1 2026 | $116K |
| Q2 2026 | $126K |
| Q3 2026 | $119K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $119K | 5.3K | — | — |
| Q2 2026 | $126K | 5.1K | — | — |
| Q1 2026 | $116K | 4.8K | — | — |
| Q4 2025 | $139K | 5.7K | — | — |
| Q3 2025 | $167K | 7.0K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M
Other Dynamic Wealth Strategies, LLC positions
VGES
$16.6MVANGUARD TOTAL BOND MARKET ETF
VGES
$16.6MVANGUARD TOTAL BOND MARKET ETF
VGES
$16.2MVANGUARD TOTAL BOND MARKET ETF
VGES
$15.5MVANGUARD TOTAL BOND MARKET ETF
VGES
$15MVANGUARD SHORT-TERM TREASURY ETF
VGES
$12.7MVANGUARD VALUE ETF
VGES
$12.5MVANGUARD MORNINGSTAR VALUE ETF
ETHA
$12.2MISHARES 0-3 MONTH TREASURY BOND ETF