Aspire Private Capital’s VanEck Intermediate Muni ETF ITM Stock Holding History

Aspire Private Capital’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,495	Closed	-$70.2K	–	401
2024 Q3	$70.2K	Hold	1,495	–	–	0.02%	215
2024 Q2	$68.5K	Buy	1,495 +637	+74%	+$29.2K	0.02%	219
2024 Q1	$39.9K	Hold	858	–	–	0.01%	252
2023 Q4	$40.4K	Hold	858	–	–	0.01%	243
2023 Q3	$37.8K	Buy	858 +16	+2%	+$728	0.01%	238
2023 Q2	$38.8K	Hold	842	–	–	0.01%	232
2023 Q1	$39.1K	Sell	842 -54	-6%	-$2.49K	0.01%	229
2022 Q4	$40.9K	Sell	896 -129	-13%	-$5.77K	0.01%	209
2022 Q3	$45K	Buy	+1,025	New	+$46.9K	0.02%	204

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspire Private Capital's ITM Position: Q4 2024 in Review

Aspire Private Capital sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 1,495 shares — an estimated $70.2K sold.

Aspire Private Capital first reported a position in ITM in Q3 2022 and held it in 9 quarters. The position peaked at $70.2K in Q3 2024. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

Aspire Private Capital reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1,495 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $70.2K.
Aspire Private Capital first reported a position in VanEck Intermediate Muni ETF in Q3 2022 and held it in 9 quarters.
Aspire Private Capital's VanEck Intermediate Muni ETF position peaked at $70.2K in Q3 2024.
174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.