Back to VCV
McNaughton Wealth Management, LLC → VCV
McNaughton Wealth Management, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 49.4K | — | — |
| Q2 2026 | $1.6M | 63.3K | — | — |
| Q1 2026 | $1.7M | 69.9K | — | — |
| Q4 2025 | $1.8M | 75.9K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M