WestHill Financial Advisors, Inc.
Position in VCV — Invesco California Value Municipal Income Trust
CIK 1759641
San Rafael, CA
Position in VCV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$128,670
+$4,173 QoQ
Shares Held
11,925
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#43
of 55 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VCV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WestHill Financial Advisors, Inc. holds $418,077 across 2 Asset Management names. VCV ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
16,168 | $289,407 | |
| 2 | VCV |
Invesco California Value Municipal Income Trust
This page
|
11,925 | $128,670 |
All Filings in VCV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,670 | 11,925 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $124,497 | 11,925 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $132,725 | 11,925 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $126,285 | 11,925 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $123,662 | 11,925 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $126,524 | 11,925 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $130,459 | 11,925 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $129,863 | 11,925 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $124,258 | 11,925 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $118,773 | 11,925 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $116,865 | 11,925 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||