AE Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.2K	Buy	3,192 +741	+30%	+$12.9K	﹤0.01%	1938
2025 Q4	$42.7K	Sell	2,451 -50	-2%	-$868	﹤0.01%	1881
2025 Q3	$43.6K	Buy	2,501 +1,957	+360%	+$33.9K	﹤0.01%	1745
2025 Q2	$9.39K	Sell	544 -21	-4%	-$359	﹤0.01%	1886
2025 Q1	$9.68K	Buy	565 +486	+615%	+$8.34K	﹤0.01%	1861
2024 Q4	$1.35K	Buy	+79	New	+$1.36K	﹤0.01%	2020
2024 Q1	–	Sell	-18,141	Closed	-$309K	–	1856
2023 Q4	$309K	Buy	18,141 +7,410	+69%	+$125K	﹤0.01%	1686
2023 Q3	$179K	Hold	10,731	–	–	﹤0.01%	1800
2023 Q2	$181K	Hold	10,731	–	–	﹤0.01%	1762
2023 Q1	$182K	Sell	10,731 -41	-0.4%	-$693	﹤0.01%	1750
2022 Q4	$182K	Buy	+10,772	New	+$180K	﹤0.01%	1678