Back to VCV
Omega Financial Group, LLC → VCV
Omega Financial Group, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$533K
Q3 2026
Peak value
$651K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $602K |
| Q4 2025 | $623K |
| Q1 2026 | $619K |
| Q2 2026 | $651K |
| Q3 2026 | $533K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $533K | 23.9K | — | — |
| Q2 2026 | $651K | 26.5K | — | — |
| Q1 2026 | $619K | 25.9K | — | — |
| Q4 2025 | $623K | 25.8K | — | — |
| Q3 2025 | $602K | 25.2K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M