Paradigm Strategies in Wealth Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Paradigm Strategies in 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
2022 Q4	–	Sell	-18,277	Closed	-$199K	–	40
2022 Q3	$199K	Buy	18,277 +132	+0.7%	+$1.58K	0.18%	40
2022 Q2	$205K	Buy	18,145 +206	+1%	+$2.42K	0.22%	38
2022 Q1	$227K	Buy	+17,939	New	+$236K	0.24%	40

Other funds holding VFL

MSL

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

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

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

RIA

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

Paradigm Strategies in Wealth Management's VFL Position: Q4 2022 in Review

Paradigm Strategies in Wealth Management sold out of abrdn National Municipal Income Fund (VFL) in Q4 2022, closing a stake of 18,277 shares — an estimated $199K sold.

Paradigm Strategies in Wealth Management first reported a position in VFL in Q1 2022 and held it in 3 quarters. The position peaked at $227K in Q1 2022. 36 funds tracked by Wall St. Rank hold VFL as of Q4 2022.

Paradigm Strategies in Wealth Management reported no remaining abrdn National Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 18,277 abrdn National Municipal Income Fund shares in Q4 2022, an estimated $199K.
Paradigm Strategies in Wealth Management first reported a position in abrdn National Municipal Income Fund in Q1 2022 and held it in 3 quarters.
Paradigm Strategies in Wealth Management's abrdn National Municipal Income Fund position peaked at $227K in Q1 2022.
36 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q4 2022.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.