AWA
VFL

Arkadios Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

Arkadios Wealth Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,641
Closed -$37K – 1737
2021
Q3 		$37K Hold
2,641
– – 0.01% 986
2021
Q2 		$37K Buy
+2,641
New +$36.2K ﹤0.01% 1037

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's VFL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of abrdn National Municipal Income Fund (VFL) in Q4 2021, closing a stake of 2,641 shares — an estimated $37K sold.

Arkadios Wealth Advisors first reported a position in VFL in Q2 2021 and held it in 2 quarters. The position peaked at $37K in Q3 2021. 30 funds tracked by Wall St. Rank hold VFL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining abrdn National Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,641 abrdn National Municipal Income Fund shares in Q4 2021, an estimated $37K.
  • Arkadios Wealth Advisors first reported a position in abrdn National Municipal Income Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's abrdn National Municipal Income Fund position peaked at $37K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.