Back to VVR

DIVERSIFY WEALTH MANAGEMENT, LLC → VVR

DIVERSIFY WEALTH MANAGEMENT, LLC VVR Position History

Invesco Senior Income Trust • Financial Services

Quarters held
5
Latest value
$19M
Q3 2026
Peak value
$84.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.3M
Q4 2025$8.5M
Q1 2026$84.7M
Q2 2026$17.8M
Q3 2026$19M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19M928.1K——
Q2 2026$17.8M873.3K——
Q1 2026$84.7M4.12M——
Q4 2025$8.5M403.8K——
Q3 2025$7.3M347.9K——

Other funds holding VVR

Other DIVERSIFY WEALTH MANAGEMENT, LLC positions

NVDA

NVIDIA CORPORATION

$332.8M
NVDA

NVIDIA CORPORATION

$272.4M
NVDA

NVIDIA CORPORATION

$242M
STT-PG

SPDR SERIES TRUST

$233.5M
SPY

STATE STR SPDR S&P 500 ETF T

$231.4M
SPY

STATE STR SPDR S&P 500 ETF T

$225.8M
SPY

STATE STR SPDR S&P 500 ETF T

$210.1M
STT-PG

SPDR SERIES TRUST

$202.3M