Sightline Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
+32,383
| New | +$313K | 0.15% | 65 |
|
|
2025
Q1 | – | Sell |
-31,393
| Closed | -$318K | – | 87 |
|
|
2024
Q4 | $318K | Sell |
31,393
-1,724
| -5% | -$17.5K | 0.17% | 64 |
|
|
2024
Q3 | $370K | Buy |
+33,117
| New | +$370K | 0.2% | 56 |
|
|
2024
Q2 | – | Sell |
-33,961
| Closed | -$352K | – | 84 |
|
|
2024
Q1 | $352K | Sell |
33,961
-2,739
| -7% | -$28.4K | 0.23% | 57 |
|
|
2023
Q4 | $375K | Sell |
36,700
-3,048
| -8% | -$31.1K | 0.28% | 50 |
|
|
2023
Q3 | $342K | Buy |
39,748
+443
| +1% | +$3.81K | 0.32% | 51 |
|
|
2023
Q2 | $419K | Hold |
39,305
| – | – | 0.42% | 38 |
|
|
2023
Q1 | $419K | Buy |
39,305
+240
| +0.6% | +$2.56K | 0.43% | 38 |
|
|
2022
Q4 | $405K | Buy |
39,065
+156
| +0.4% | +$1.62K | 0.44% | 39 |
|
|
2022
Q3 | $428K | Buy |
38,909
+210
| +0.5% | +$2.31K | 0.5% | 31 |
|
|
2022
Q2 | $452K | Buy |
38,699
+204
| +0.5% | +$2.38K | 0.44% | 33 |
|
|
2022
Q1 | $487K | Buy |
+38,495
| New | +$487K | 0.41% | 36 |
|