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Robertson Stephens Wealth Management, LLC → VCV
Robertson Stephens Wealth Management, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $570K |
| Q4 2025 | $1.3M |
| Q1 2026 | $4.7M |
| Q2 2026 | $5.8M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 77.0K | — | — |
| Q2 2026 | $5.8M | 238.2K | — | — |
| Q1 2026 | $4.7M | 198.9K | — | — |
| Q4 2025 | $1.3M | 52.4K | — | — |
| Q3 2025 | $570K | 23.8K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M