Visionary Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39,050
| Closed | -$479K | – | 553 |
|
|
2024
Q4 | $479K | Buy |
39,050
+736
| +2% | +$9.02K | 0.03% | 360 |
|
|
2024
Q3 | $513K | Buy |
38,314
+537
| +1% | +$7.19K | 0.03% | 341 |
|
|
2024
Q2 | $471K | Buy |
37,777
+2,237
| +6% | +$27.9K | 0.03% | 337 |
|
|
2024
Q1 | $432K | Buy |
35,540
+1,210
| +4% | +$14.7K | 0.03% | 347 |
|
|
2023
Q4 | $406K | Sell |
34,330
-479
| -1% | -$5.66K | 0.03% | 351 |
|
|
2023
Q3 | $359K | Buy |
34,809
+17,531
| +101% | +$181K | 0.03% | 344 |
|
|
2023
Q2 | $202K | Buy |
17,278
+627
| +4% | +$7.34K | 0.02% | 435 |
|
|
2023
Q1 | $196K | Sell |
16,651
-112
| -0.7% | -$1.32K | 0.02% | 425 |
|
|
2022
Q4 | $204K | Buy |
16,763
+3,015
| +22% | +$36.7K | 0.02% | 392 |
|
|
2022
Q3 | $160K | Buy |
13,748
+1,086
| +9% | +$12.6K | 0.02% | 375 |
|
|
2022
Q2 | $166K | Buy |
12,662
+668
| +6% | +$8.76K | 0.01% | 402 |
|
|
2022
Q1 | $177K | Sell |
11,994
-2,025
| -14% | -$29.9K | 0.01% | 410 |
|
|
2021
Q4 | $251K | Buy |
14,019
+3,696
| +36% | +$66.2K | 0.02% | 328 |
|
|
2021
Q3 | $177K | Buy |
+10,323
| New | +$177K | 0.02% | 295 |
|
|
2020
Q1 | – | Sell |
-14,774
| Closed | -$246K | – | 220 |
|
|
2019
Q4 | $246K | Buy |
+14,774
| New | +$246K | 0.04% | 185 |
|