Arkadios Wealth Advisors’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 | $595K | Buy |
34,500
+3,300
| +11% | +$57K | 0.02% | 766 |
|
2025
Q1 | $535K | Buy |
31,200
+3,900
| +14% | +$66.8K | 0.02% | 682 |
|
2024
Q4 | $467K | Buy |
+27,300
| New | +$467K | 0.03% | 569 |
|
2021
Q3 | – | Sell |
-3,790
| Closed | -$68K | – | 2046 |
|
2021
Q2 | $68K | Hold |
3,790
| – | – | 0.01% | 832 |
|
2021
Q1 | $68K | Buy |
3,790
+4
| +0.1% | +$72 | 0.01% | 614 |
|
2020
Q4 | $68K | Buy |
+3,786
| New | +$68K | 0.01% | 500 |
|