Back to VCV
Elmwood Wealth Management, Inc. → VCV
Elmwood Wealth Management, Inc. VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q4 2025 | $3.1M |
| Q1 2026 | $3.4M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 141.1K | — | — |
| Q2 2026 | $3.5M | 141.1K | — | — |
| Q1 2026 | $3.4M | 141.9K | — | — |
| Q4 2025 | $3.1M | 128.7K | — | — |
| Q3 2025 | $3M | 124.4K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M