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WestHill Financial Advisors, Inc. → VCV

WestHill Financial Advisors, Inc. VCV Position History

Invesco California Value Municipal Income Trust • Financial Services

Quarters held
4
Latest value
$107K
Q3 2026
Peak value
$133K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$133K
Q1 2026$124K
Q2 2026$129K
Q3 2026$107K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$107K11.9K——
Q2 2026$129K11.9K——
Q1 2026$124K11.9K——
Q4 2025$133K11.9K——

Other funds holding VCV

Other WestHill Financial Advisors, Inc. positions

VGES

VANGUARD INDEX FDS

$106.1M
VGES

VANGUARD INDEX FDS

$105.9M
VGES

VANGUARD INDEX FDS

$95.4M
VGES

VANGUARD INDEX FDS

$92.3M
VGES

VANGUARD SCOTTSDALE FDS

$84.1M
VGES

VANGUARD SCOTTSDALE FDS

$83.7M
VGES

VANGUARD SCOTTSDALE FDS

$79.7M
VGES

VANGUARD SCOTTSDALE FDS

$78.2M