Carson Wealth (CWM LLC)’s abrdn National Municipal Income Fund VFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87.2K	Hold	8,752	–	–	﹤0.01%	3389
2025 Q4	$90K	Hold	8,752	–	–	﹤0.01%	3152
2025 Q3	$90K	Hold	8,752	–	–	﹤0.01%	3069
2025 Q2	$85K	Hold	8,752	–	–	﹤0.01%	2862
2025 Q1	$89K	Sell	8,752 -375	-4%	-$3.9K	﹤0.01%	2518
2024 Q4	$92K	Buy	9,127 +1,847	+25%	+$19.8K	﹤0.01%	2343
2024 Q3	$81K	Hold	7,280	–	–	﹤0.01%	2338
2024 Q2	$77K	Hold	7,280	–	–	﹤0.01%	2167
2024 Q1	$75K	Hold	7,280	–	–	﹤0.01%	2047
2023 Q4	$74K	Sell	7,280 -249	-3%	-$2.25K	﹤0.01%	1941
2023 Q3	$65K	Hold	7,529	–	–	﹤0.01%	1911
2023 Q2	$76K	Hold	7,529	–	–	﹤0.01%	1716
2023 Q1	$80K	Hold	7,529	–	–	﹤0.01%	1608
2022 Q4	$78K	Sell	7,529 -769	-9%	-$8.41K	﹤0.01%	1499
2022 Q3	$90K	Sell	8,298 -1,289	-13%	-$15.4K	﹤0.01%	1386
2022 Q2	$108K	Hold	9,587	–	–	﹤0.01%	1290
2022 Q1	$121K	Sell	9,587 -21	-0.2%	-$277	﹤0.01%	1260
2021 Q4	$136K	Buy	+9,608	New	+$134K	﹤0.01%	1185
2021 Q2	$136K	Hold	9,608	–	–	﹤0.01%	1028
2021 Q1	$136K	Hold	9,608	–	–	﹤0.01%	1028
2020 Q4	$136K	Hold	9,608	–	–	﹤0.01%	1028
2020 Q3	$136K	Hold	9,608	–	–	﹤0.01%	1028
2020 Q2	$136K	Hold	9,608	–	–	﹤0.01%	1028
2020 Q1	$136K	Hold	9,608	–	–	﹤0.01%	1028
2019 Q4	$136K	Hold	9,608	–	–	﹤0.01%	1028
2019 Q3	$136K	Hold	9,608	–	–	﹤0.01%	1028
2019 Q2	$136K	Hold	9,608	–	–	﹤0.01%	1028
2019 Q1	$136K	Buy	+9,608	New	+$119K	﹤0.01%	1028

Other funds holding VFL