AAS
VFL

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
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GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return