VAG
NVG icon

VisionPoint Advisory Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

VisionPoint Advisory Group’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
23,230
+317
+1% +$3.99K 0.05% 361
2026
Q1 		$283K Buy
22,913
+200
+0.9% +$2.57K 0.05% 346
2025
Q4 		$288K Buy
22,713
+565
+3% +$7.08K 0.06% 313
2025
Q3 		$272K Buy
22,148
+155
+0.7% +$1.84K 0.05% 313
2025
Q2 		$262K Buy
21,993
+5,162
+31% +$61.2K 0.06% 296
2025
Q1 		$208K Buy
16,831
+131
+0.8% +$1.64K 0.07% 193
2024
Q4 		$208K Buy
16,700
+252
+2% +$3.25K 0.07% 180
2024
Q3 		$220K Buy
16,448
+188
+1% +$2.41K 0.07% 164
2024
Q2 		$203K Buy
16,260
+3,102
+24% +$37K 0.07% 165
2024
Q1 		$160K Sell
13,158
-1,311
-9% -$15.6K 0.06% 178
2023
Q4 		$171K Buy
14,469
+86
+0.6% +$934 0.06% 163
2023
Q3 		$148K Sell
14,383
-2,761
-16% -$31.1K 0.06% 160
2023
Q2 		$201K Sell
17,144
-7,575
-31% -$88K 0.08% 128
2023
Q1 		$290K Buy
24,719
+3,796
+18% +$45.6K 0.13% 120
2022
Q4 		$260K Buy
20,923
+6,234
+42% +$73.2K 0.11% 116
2022
Q3 		$171K Hold
14,689
– – 0.08% 91
2022
Q2 		$212K Buy
14,689
+1,423
+11% +$19.3K 0.08% 95
2022
Q1 		$178K Buy
13,266
+57
+0.4% +$897 0.08% 87
2021
Q4 		$209K Buy
13,209
+56
+0.4% +$977 0.09% 96
2021
Q3 		$231K Buy
+13,153
New +$234K 0.1% 94

Other funds holding NVG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return