WealthBridge Capital Management, LLC
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 1767313
WESTERVILLE, OH
Position in VGM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$238,500
+$16,425 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#56
of 102 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VGM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthBridge Capital Management, LLC holds $11,195,347 across 18 Asset Management names. VGM ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
191,230 | $4,350,482 | |
| 2 | VBF |
Invesco Bond Fund
|
125,586 | $1,903,883 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
27,269 | $548,924 | |
| 4 | IVZ |
Invesco Ltd.
|
18,030 | $475,811 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
10,358 | $416,702 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
12,942 | $357,069 | |
| 7 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
17,050 | $346,115 | |
| 8 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
28,000 | $324,800 |
All Filings in VGM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,500 | 22,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $222,075 | 22,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $233,325 | 22,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $227,700 | 22,500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $213,525 | 22,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $199,200 | 20,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $207,050 | 20,500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $216,480 | 20,500 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $210,535 | 20,500 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $182,410 | 18,500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $202,003 | 20,425 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $155,762 | 18,325 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $137,153 | 14,125 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $140,402 | 14,125 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $141,956 | 14,125 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $208,728 | 22,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $234,819 | 22,300 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||