Aquire Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$897K	Buy	19,314 +23	+0.1%	+$1.09K	0.24%	25
2025 Q4	$910K	Buy	19,291 +32	+0.2%	+$1.5K	0.24%	26
2025 Q3	$897K	Hold	19,259	–	–	0.22%	26
2025 Q2	$876K	Buy	19,259 +48	+0.2%	+$2.17K	0.24%	24
2025 Q1	$874K	Sell	19,211 -5,696	-23%	-$262K	0.27%	23
2024 Q4	$1.15M	Sell	24,907 -16,043	-39%	-$743K	0.36%	22
2024 Q3	$1.92M	Sell	40,950 -77	-0.2%	-$3.58K	0.6%	20
2024 Q2	$1.88M	Buy	41,027 +140	+0.3%	+$6.42K	0.63%	20
2024 Q1	$1.9M	Sell	40,887 -1,378	-3%	-$64.2K	0.66%	20
2023 Q4	$1.99M	Sell	42,265 -556	-1%	-$25K	0.76%	19
2023 Q3	$1.89M	Sell	42,821 -7,819	-15%	-$356K	0.79%	19
2023 Q2	$2.33M	Sell	50,640 -2,941	-5%	-$136K	0.93%	19
2023 Q1	$2.49M	Buy	53,581 +159	+0.3%	+$7.33K	1.09%	19
2022 Q4	$4.9M	Sell	53,422 -1,129	-2%	-$50.5K	2.44%	10
2022 Q3	$2.38M	Sell	54,551 -1,193	-2%	-$54.5K	1.38%	21
2022 Q2	$2.55M	Sell	55,744 -7,464	-12%	-$341K	1.49%	20
2022 Q1	$2.99M	Buy	63,208 +1,026	+2%	+$50.6K	1.59%	18
2021 Q4	$3.19M	Buy	+62,182	New	+$3.18M	1.67%	18