Back to VCV
Pacific Wealth Strategies Group, Inc. → VCV
Pacific Wealth Strategies Group, Inc. VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$385K
Q3 2026
Peak value
$742K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $706K |
| Q4 2025 | $742K |
| Q1 2026 | $696K |
| Q2 2026 | $501K |
| Q3 2026 | $385K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $385K | 42.8K | — | — |
| Q2 2026 | $501K | 46.4K | — | — |
| Q1 2026 | $696K | 66.7K | — | — |
| Q4 2025 | $742K | 66.7K | — | — |
| Q3 2025 | $706K | 66.7K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M