Back to VKQ
Whipplewood Advisors, LLC → VKQ
Whipplewood Advisors, LLC VKQ Position History
Invesco Municipal Trust • Financial Services
Quarters held
10
Latest value
$633K
Q3 2026
Peak value
$875K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $872K |
| Q3 2025 | $724K |
| Q4 2025 | $867K |
| Q4 2025 | $738K |
| Q1 2026 | $845K |
| Q1 2026 | $695K |
| Q2 2026 | $875K |
| Q2 2026 | $736K |
| Q3 2026 | $775K |
| Q3 2026 | $633K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $633K | 73.2K | — | — |
| Q3 2026 | $775K | 91.4K | — | — |
| Q2 2026 | $736K | 69.5K | — | — |
| Q2 2026 | $875K | 87.2K | — | — |
| Q1 2026 | $695K | 70.4K | — | — |
| Q1 2026 | $845K | 88.7K | — | — |
| Q4 2025 | $738K | 71.2K | — | — |
| Q4 2025 | $867K | 89.8K | — | — |
| Q3 2025 | $724K | 71.5K | — | — |
| Q3 2025 | $872K | 90.3K | — | — |
Other funds holding VKQ
$70.1M
$70.1M
$43.6M
$35.4M
$27.1M