Melfa Wealth Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Melfa Wealth Management’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
2026 Q2	$282K	Hold	27,210	–	–	0.15%	131
2026 Q1	$271K	Hold	27,210	–	–	0.16%	133
2025 Q4	$279K	Sell	27,210 -2,855	-9%	-$29.1K	0.16%	136
2025 Q3	$308K	Buy	30,065 +2,500	+9%	+$24.4K	0.18%	127
2025 Q2	$266K	Hold	27,565	–	–	0.17%	139
2025 Q1	$280K	Sell	27,565 -2,900	-10%	-$30.2K	0.19%	126
2024 Q4	$309K	Hold	30,465	–	–	0.21%	120
2024 Q3	$340K	Hold	30,465	–	–	0.22%	111
2024 Q2	$322K	Buy	30,465 +13	+0%	+$132	0.22%	110
2024 Q1	$315K	Buy	30,452 +191	+0.6%	+$1.96K	0.23%	106
2023 Q4	$309K	Buy	30,261 +4,839	+19%	+$43.8K	0.29%	79
2023 Q3	$219K	Buy	25,422 +108	+0.4%	+$1.04K	0.24%	98
2023 Q2	$254K	Buy	25,314 +125	+0.5%	+$1.28K	0.26%	91
2023 Q1	$269K	Buy	25,189 +10,294	+69%	+$110K	0.27%	91
2022 Q4	$154K	Buy	+14,895	New	+$163K	0.16%	112

Other funds holding VFL

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Melfa Wealth Management's VFL Position: Q2 2026 in Review

Melfa Wealth Management held its abrdn National Municipal Income Fund (VFL) position steady in Q2 2026 at 27,210 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #131.

Melfa Wealth Management first reported a position in VFL in Q4 2022 and has held it in 15 quarters since. The position peaked at $340K in Q3 2024. 54 funds tracked by Wall St. Rank hold VFL as of Q2 2026.

Melfa Wealth Management held 27,210 shares of abrdn National Municipal Income Fund worth $282K as of Q2 2026.
Melfa Wealth Management left its abrdn National Municipal Income Fund share count unchanged in Q2 2026.
abrdn National Municipal Income Fund made up 0.15% of Melfa Wealth Management's portfolio in Q2 2026, its #131 holding.
Melfa Wealth Management first reported a position in abrdn National Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's abrdn National Municipal Income Fund position peaked at $340K in Q3 2024.
54 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.