TWM
VFL

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

Tradition 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
2023
Q4 		– Sell
-1,247
Closed -$11K – 1372
2023
Q3 		$11K Hold
1,247
– – ﹤0.01% 999
2023
Q2 		$13K Hold
1,247
– – ﹤0.01% 994
2023
Q1 		$13K Sell
1,247
-1,296
-51% -$13.8K ﹤0.01% 945
2022
Q4 		$26K Sell
2,543
-878
-26% -$9.6K ﹤0.01% 693
2022
Q3 		$37K Buy
3,421
+10
+0.3% +$120 0.01% 595
2022
Q2 		$39K Buy
3,411
+14
+0.4% +$164 0.01% 509
2022
Q1 		$43K Buy
+3,397
New +$44.7K 0.01% 550

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Tradition Wealth Management's VFL Position: Q4 2023 in Review

Tradition Wealth Management sold out of abrdn National Municipal Income Fund (VFL) in Q4 2023, closing a stake of 1,247 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in VFL in Q1 2022 and held it in 7 quarters. The position peaked at $43K in Q1 2022. 58 funds tracked by Wall St. Rank hold VFL as of Q4 2023.

  • Tradition Wealth Management reported no remaining abrdn National Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,247 abrdn National Municipal Income Fund shares in Q4 2023, an estimated $11K.
  • Tradition Wealth Management first reported a position in abrdn National Municipal Income Fund in Q1 2022 and held it in 7 quarters.
  • Tradition Wealth Management's abrdn National Municipal Income Fund position peaked at $43K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.