Accurate Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,012
Closed -$720K 283
2023
Q2
$720K Buy
14,012
+205
+1% +$10.5K 0.22% 94
2023
Q1
$714K Buy
13,807
+7
+0.1% +$361 0.25% 95
2022
Q4
$716K Buy
+13,800
New +$697K 0.26% 75

Other funds holding HYD

Accurate Wealth Management's HYD Position: Q3 2023 in Review

Accurate Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 14,012 shares — an estimated $720K sold.

Accurate Wealth Management first reported a position in HYD in Q4 2022 and held it in 3 quarters. The position peaked at $720K in Q2 2023. 287 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

  • Accurate Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 14,012 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $720K.
  • Accurate Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's VanEck High Yield Muni ETF position peaked at $720K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.