WA
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Waverly Advisors’s BlackRock MuniVest Fund MVF Stock Holding History

Waverly Advisors’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$84.7K Hold
12,866
– – ﹤0.01% 1168
2025
Q1 		$90.2K Hold
12,866
– – ﹤0.01% 1091
2024
Q4 		$90.6K Hold
12,866
– – ﹤0.01% 966
2024
Q3 		$97.8K Sell
12,866
-3,800
-23% -$28.9K ﹤0.01% 794
2024
Q2 		$119K Buy
+16,666
New +$119K ﹤0.01% 789