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Root Financial Partners, LLC → VCV
Root Financial Partners, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
4
Latest value
$114K
Q3 2026
Peak value
$247K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $245K |
| Q4 2025 | $247K |
| Q1 2026 | $106K |
| Q3 2026 | $114K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $114K | 5.1K | — | — |
| Q1 2026 | $106K | 4.4K | — | — |
| Q4 2025 | $247K | 10.2K | — | — |
| Q3 2025 | $245K | 10.2K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M
$24M
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HONA
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CRDO
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$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF