Modera Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$151K	Buy	17,359 +49	+0.3%	+$426	﹤0.01%	632
2025 Q1	$152K	Buy	17,310 +4,054	+31%	+$35.6K	﹤0.01%	596
2024 Q4	$114K	Sell	13,256 -223	-2%	-$1.92K	﹤0.01%	607
2024 Q3	$122K	Buy	13,479 +42	+0.3%	+$379	﹤0.01%	591
2024 Q2	$116K	Buy	+13,437	New	+$116K	﹤0.01%	561