SWA
VFL

Sightline Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

Sightline Wealth Advisors’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 		$117K Sell
11,791
-3,370
-22% -$34.5K 0.05% 90
2025
Q4 		$156K Sell
15,161
-17,666
-54% -$180K 0.07% 95
2025
Q3 		$337K Buy
32,827
+444
+1% +$4.33K 0.15% 70
2025
Q2 		$313K Buy
+32,383
New +$316K 0.15% 65
2025
Q1 		– Sell
-31,393
Closed -$318K – 87
2024
Q4 		$318K Sell
31,393
-1,724
-5% -$18.5K 0.17% 64
2024
Q3 		$370K Buy
+33,117
New +$360K 0.2% 56
2024
Q2 		– Sell
-33,961
Closed -$352K – 84
2024
Q1 		$352K Sell
33,961
-2,739
-7% -$28.1K 0.23% 57
2023
Q4 		$375K Sell
36,700
-3,048
-8% -$27.6K 0.28% 50
2023
Q3 		$342K Buy
39,748
+443
+1% +$4.25K 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% +$1.71K 0.44% 39
2022
Q3 		$428K Buy
38,909
+210
+0.5% +$2.51K 0.5% 31
2022
Q2 		$452K Buy
38,699
+204
+0.5% +$2.39K 0.44% 33
2022
Q1 		$487K Buy
+38,495
New +$507K 0.41% 36

Other funds holding VFL

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM