AE Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39K | Sell |
544
-21
| -4% | -$362 | ﹤0.01% | 1886 |
|
|
2025
Q1 | $9.68K | Buy |
565
+486
| +615% | +$8.33K | ﹤0.01% | 1861 |
|
|
2024
Q4 | $1.35K | Buy |
+79
| New | +$1.35K | ﹤0.01% | 2020 |
|
|
2024
Q1 | – | Sell |
-18,141
| Closed | -$309K | – | 1853 |
|
|
2023
Q4 | $309K | Buy |
18,141
+7,410
| +69% | +$126K | ﹤0.01% | 1683 |
|
|
2023
Q3 | $179K | Hold |
10,731
| – | – | ﹤0.01% | 1798 |
|
|
2023
Q2 | $181K | Hold |
10,731
| – | – | ﹤0.01% | 1759 |
|
|
2023
Q1 | $182K | Sell |
10,731
-41
| -0.4% | -$697 | ﹤0.01% | 1748 |
|
|
2022
Q4 | $182K | Buy |
+10,772
| New | +$182K | ﹤0.01% | 1675 |
|