VWA
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VSM Wealth Advisory’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

VSM Wealth Advisory’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$114K Sell
10,130
-2,915
-22% -$32.9K 0.04% 125
2025
Q1 		$150K Buy
13,045
+165
+1% +$1.9K 0.05% 104
2024
Q4 		$150K Buy
+12,880
New +$150K 0.05% 108