Spire Wealth Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Spire 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 Q3	–	Sell	-959	Closed	-$11K	–	2608
2022 Q2	$11K	Sell	959 -959	-50%	-$11.3K	﹤0.01%	1899
2022 Q1	$24K	Hold	1,918	–	–	﹤0.01%	1745
2021 Q4	$27K	Hold	1,918	–	–	﹤0.01%	2012
2021 Q3	$27K	Hold	1,918	–	–	﹤0.01%	1733
2021 Q2	$27K	Hold	1,918	–	–	﹤0.01%	1756
2021 Q1	$25K	Buy	+1,918	New	+$25.3K	﹤0.01%	2069

Other funds holding VFL

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return