Avantax Advisory Services’s abrdn National Municipal Income Fund VFL Stock Holding History

Avantax Advisory Services’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
2023 Q1	–	Sell	-20,695	Closed	-$215K	–	1549
2022 Q4	$215K	Hold	20,695	–	–	﹤0.01%	1277
2022 Q3	$225K	Hold	20,695	–	–	﹤0.01%	1152
2022 Q2	$234K	Hold	20,695	–	–	﹤0.01%	1127
2022 Q1	$262K	Buy	+20,695	New	+$273K	﹤0.01%	1073

Other funds holding VFL

MSL

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Avantax Advisory Services's VFL Position: Q1 2023 in Review

Avantax Advisory Services sold out of abrdn National Municipal Income Fund (VFL) in Q1 2023, closing a stake of 20,695 shares — an estimated $215K sold.

Avantax Advisory Services first reported a position in VFL in Q1 2022 and held it in 4 quarters. The position peaked at $262K in Q1 2022. 43 funds tracked by Wall St. Rank hold VFL as of Q1 2023.

Avantax Advisory Services reported no remaining abrdn National Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 20,695 abrdn National Municipal Income Fund shares in Q1 2023, an estimated $215K.
Avantax Advisory Services first reported a position in abrdn National Municipal Income Fund in Q1 2022 and held it in 4 quarters.
Avantax Advisory Services's abrdn National Municipal Income Fund position peaked at $262K in Q1 2022.
43 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.