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 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM