WA
VFL

Whipplewood Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

Whipplewood Advisors’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
2026
Q1 		$248K Hold
24,917
– – 0.13% 120
2025
Q4 		$256K Buy
24,917
+44
+0.2% +$448 0.16% 109
2025
Q3 		$255K Buy
24,873
+673
+3% +$6.57K 0.17% 110
2025
Q2 		$234K Buy
24,200
+24,116
+28,710% +$236K 0.13% 153
2025
Q1 		$473K Sell
84
-45,633
-100% -$475K 0.28% 84
2024
Q4 		$463K Buy
+45,717
New +$490K 0.26% 91

Other funds holding VFL

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $4.09B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM