Number of Shares
32,383.00
Current Holdings Value*
$312,820.00
% of Portfolio
0.15%
Total Estimate Gain
$-142,708.71
% of Total Estimate Gain
-11.93%

Sightline Wealth Advisors, LLC's Delaware Investments Natl Muni Income Holding Summary

As of 2025-06-30, Sightline Wealth Advisors, LLC held 32,383.00 shares of Delaware Investments Natl Muni Income(VFL), totaling $312,820.00. This investment constitutes 0.15% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.26% of the outstanding Delaware Investments Natl Muni Income(VFL) stock.

The initial trade took place in 2022Q1. And since then Sightline Wealth Advisors, LLC has made 8 purchases of VFL, at an average price of $11.37, for a total of 105,248.00 shares. In addition, there have been 5 sales at an average price of $10.24 for 72,865.00 shares. Based on historical transaction data and VFL's current price of $9.50, Sightline Wealth Advisors, LLC's estimated gain on his VFL holdings is $-142,708.71, reflecting a -11.93% gain to date.

Sightline Wealth Advisors, LLC VFL ($9.50) Holding Chart

Sightline Wealth Advisors, LLC VFL ($9.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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