Wealth Bridge Capital Management, LLC Invesco Vrdo Tax Free ETF Transaction History

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 10,775 shares of PVI stock, worth $267,327. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,775
Previous 10,700 0.7%
Holding current value
$267,327
Previous $266,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$24.71 - $25.05 $1,853 - $1,878
75 Added 0.7%
10,775 $266,000
Q3 2024

Oct 07, 2024
SELL
$24.77 - $24.9 $11,443 - $11,503
-462 Reduced 4.14%
10,700 $266,000
Q2 2024

Aug 02, 2024
SELL
$24.75 - $24.87 $23,883 - $23,999
-965 Reduced 7.96%
11,162 $276,000
Q1 2024

Apr 30, 2024
BUY
$24.74 - $24.88 $2,003 - $2,015
81 Added 0.67%
12,127 $300,000
Q4 2023

Feb 12, 2024
BUY
$24.74 - $24.9 $2,350 - $2,365
95 Added 0.79%
12,046 $298,000
Q3 2023

Nov 08, 2023
SELL
$24.79 - $24.94 $82,922 - $83,424
-3,345 Reduced 21.87%
11,951 $296,000
Q2 2023

Aug 01, 2023
SELL
$24.85 - $25.01 $8,995 - $9,053
-362 Reduced 2.31%
15,296 $380,000
Q1 2023

May 10, 2023
BUY
$24.92 - $24.99 $14,578 - $14,619
585 Added 3.88%
15,658 $390,000
Q4 2022

Jan 31, 2023
BUY
$24.89 - $24.96 $133,659 - $134,035
5,370 Added 55.34%
15,073 $376,000
Q2 2022

Aug 12, 2022
BUY
$24.85 - $24.91 $241,119 - $241,701
9,703 New
9,703 $241,000
Q2 2019

Aug 13, 2019
SELL
N/A
-3,037 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
3,037 New
3,037 $76,000

Others Institutions Holding PVI

# of Institutions
29
Shares Held
786K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO VRDO TAX-FREE ETF

PVI Quotes by TradingView
  • Ticker PVI
  • Sector ETFs
  • Industry ETFs
More about PVI
Track This Portfolio

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email