Graves Light Lenhart Wealth’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Graves Light Lenhart Wealth’s Portfolio NPV Stock Details NPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,125	Closed	-$88K	–	432
2022 Q2	$88K	Hold	7,125	–	–	0.01%	246
2022 Q1	$101K	Hold	7,125	–	–	0.01%	266
2021 Q4	$121K	Hold	7,125	–	–	0.02%	261
2021 Q3	$119K	Hold	7,125	–	–	0.02%	252
2021 Q2	$118K	Hold	7,125	–	–	0.02%	250
2021 Q1	$116K	Hold	7,125	–	–	0.02%	251
2020 Q4	$113K	Buy	+7,125	New	+$110K	0.02%	241
2020 Q2	–	Sell	-17,339	Closed	-$224K	–	170
2020 Q1	$224K	Hold	17,339	–	–	0.06%	132
2019 Q4	$253K	Buy	17,339 +2,501	+17%	+$35.5K	0.05%	145
2019 Q3	$207K	Hold	14,838	–	–	0.05%	161
2019 Q2	$193K	Hold	14,838	–	–	0.05%	154
2019 Q1	$188K	Buy	+14,838	New	+$182K	0.05%	148

Other funds holding NPV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Graves Light Lenhart Wealth's NPV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q3 2022, closing a stake of 7,125 shares — an estimated $88K sold.

Graves Light Lenhart Wealth first reported a position in NPV in Q1 2019 and held it in 12 quarters. The position peaked at $253K in Q4 2019. 39 funds tracked by Wall St. Rank hold NPV as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 7,125 Nuveen Virginia Quality Municipal Income Fund shares in Q3 2022, an estimated $88K.
Graves Light Lenhart Wealth first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q1 2019 and held it in 12 quarters.
Graves Light Lenhart Wealth's Nuveen Virginia Quality Municipal Income Fund position peaked at $253K in Q4 2019.
39 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.