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Insight Wealth Strategies, LLC → VMO
Insight Wealth Strategies, LLC VMO Position History
Invesco Municipal Opportunity Trust • Financial Services
Quarters held
4
Latest value
$243K
Q3 2026
Peak value
$283K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $263K |
| Q1 2026 | $266K |
| Q2 2026 | $283K |
| Q3 2026 | $243K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $243K | 29.1K | — | — |
| Q2 2026 | $283K | 28.6K | — | — |
| Q1 2026 | $266K | 28.0K | — | — |
| Q4 2025 | $263K | 27.5K | — | — |