Melfa Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History

Melfa Wealth Management’s Portfolio MVF Stock Details MVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-188,658	Closed	-$1.31M	–	204
2025 Q4	$1.31M	Hold	188,658	–	–	0.75%	32
2025 Q3	$1.29M	Hold	188,658	–	–	0.76%	34
2025 Q2	$1.24M	Hold	188,658	–	–	0.78%	33
2025 Q1	$1.32M	Hold	188,658	–	–	0.89%	26
2024 Q4	$1.33M	Hold	188,658	–	–	0.89%	27
2024 Q3	$1.43M	Buy	188,658 +12,500	+7%	+$92.7K	0.95%	26
2024 Q2	$1.26M	Buy	176,158 +72	+0%	+$504	0.88%	29
2024 Q1	$1.24M	Buy	176,086 +143	+0.1%	+$1K	0.9%	29
2023 Q4	$1.25M	Buy	175,943 +9,083	+5%	+$59K	1.18%	24
2023 Q3	$1.01M	Buy	166,860 +152	+0.1%	+$1K	1.1%	24
2023 Q2	$1.12M	Buy	166,708 +149	+0.1%	+$1K	1.14%	22
2023 Q1	$1.15M	Buy	166,559 +96	+0.1%	+$668	1.15%	22
2022 Q4	$1.17M	Buy	+166,463	New	+$1.12M	1.22%	22

Other funds holding MVF

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Melfa Wealth Management's MVF Position: Q1 2026 in Review

Melfa Wealth Management sold out of BlackRock MuniVest Fund (MVF) in Q1 2026, closing a stake of 188,658 shares — an estimated $1.31M sold.

Melfa Wealth Management first reported a position in MVF in Q4 2022 and held it in 13 quarters. The position peaked at $1.43M in Q3 2024. 1 fund tracked by Wall St. Rank holds MVF as of Q1 2026.

Melfa Wealth Management reported no remaining BlackRock MuniVest Fund position as of Q1 2026 after selling out during the quarter.
Melfa Wealth Management sold 188,658 BlackRock MuniVest Fund shares in Q1 2026, an estimated $1.31M.
Melfa Wealth Management first reported a position in BlackRock MuniVest Fund in Q4 2022 and held it in 13 quarters.
Melfa Wealth Management's BlackRock MuniVest Fund position peaked at $1.43M in Q3 2024.
1 fund tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.