Sightline Wealth Advisors’s Delaware Investments Minnesota Municipal Income Fund II VMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-33,570
Closed -$474K 61
2021
Q4
$474K Buy
33,570
+75
+0.2% +$1.05K 0.42% 33
2021
Q3
$475K Sell
33,495
-9,146
-21% -$130K 0.4% 34
2021
Q2
$603K Sell
42,641
-9,833
-19% -$134K 0.5% 30
2021
Q1
$692K Buy
52,474
+290
+0.6% +$3.83K 0.64% 24
2020
Q4
$685K Buy
+52,184
New +$681K 0.67% 27

Sightline Wealth Advisors's VMM Position: Q1 2022 in Review

Sightline Wealth Advisors sold out of Delaware Investments Minnesota Municipal Income Fund II (VMM) in Q1 2022, closing a stake of 33,570 shares — an estimated $474K sold.

Sightline Wealth Advisors first reported a position in VMM in Q4 2020 and held it in 5 quarters. The position peaked at $692K in Q1 2021. 0 funds tracked by Wall St. Rank hold VMM as of Q1 2022.

  • Sightline Wealth Advisors reported no remaining Delaware Investments Minnesota Municipal Income Fund II position as of Q1 2022 after selling out during the quarter.
  • Sightline Wealth Advisors sold 33,570 Delaware Investments Minnesota Municipal Income Fund II shares in Q1 2022, an estimated $474K.
  • Sightline Wealth Advisors first reported a position in Delaware Investments Minnesota Municipal Income Fund II in Q4 2020 and held it in 5 quarters.
  • Sightline Wealth Advisors's Delaware Investments Minnesota Municipal Income Fund II position peaked at $692K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Delaware Investments Minnesota Municipal Income Fund II as of Q1 2022.

Based on Sightline Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.