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

Wealth Bridge Capital Management, LLC

$414 Million
Q3 2025

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 9,000 shares of PVI stock, worth $222,930. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,000

Previous 10,898 17.42%

Holding current value

$222,930

Previous $270,000 17.41%

% of portfolio

0.05%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$24.68 - $24.97 $46,842 - $47,393	-1,898 Reduced 17.42%	9,000 $223,000
Q2 2025 Aug 12, 2025	BUY	$24.64 - $24.97 $1,650 - $1,672	67 Added 0.62%	10,898 $270,000
Q1 2025 Apr 24, 2025	BUY	$24.73 - $24.89 $1,384 - $1,393	56 Added 0.52%	10,831 $268,000
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

Shares Held

566K

Call Options Held

Put Options Held

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About INVESCO VRDO TAX-FREE ETF

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