Atria Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-46,717
| Closed | -$2.13M | – | 2036 |
|
2025
Q1 | $2.13M | Buy |
+46,717
| New | +$2.13M | 0.03% | 676 |
|
2019
Q1 | – | Sell |
-155,079
| Closed | -$7.36M | – | 985 |
|
2018
Q4 | $7.36M | Buy |
155,079
+148,092
| +2,120% | +$7.03M | 0.33% | 51 |
|
2018
Q3 | $326K | Sell |
6,987
-8,221
| -54% | -$384K | 0.01% | 746 |
|
2018
Q2 | $717K | Sell |
15,208
-1,499
| -9% | -$70.7K | 0.03% | 454 |
|
2018
Q1 | $786K | Sell |
16,707
-7,836
| -32% | -$369K | 0.04% | 394 |
|
2017
Q4 | $1.18M | Buy |
24,543
+7,785
| +46% | +$375K | 0.06% | 298 |
|
2017
Q3 | $806K | Buy |
16,758
+2,094
| +14% | +$101K | 0.04% | 365 |
|
2017
Q2 | $702K | Buy |
+14,664
| New | +$702K | 0.04% | 358 |
|
2017
Q1 | – | Sell |
-7,163
| Closed | -$332K | – | 694 |
|
2016
Q4 | $332K | Sell |
7,163
-5,127
| -42% | -$238K | 0.03% | 436 |
|
2016
Q3 | $604K | Sell |
12,290
-4,958
| -29% | -$244K | 0.06% | 283 |
|
2016
Q2 | $857K | Buy |
17,248
+9,374
| +119% | +$466K | 0.09% | 183 |
|
2016
Q1 | $381K | Buy |
+7,874
| New | +$381K | 0.04% | 315 |
|
2014
Q2 | – | Sell |
-11,843
| Closed | -$539K | – | 445 |
|
2014
Q1 | $539K | Sell |
11,843
-16,433
| -58% | -$748K | 0.05% | 279 |
|
2013
Q4 | $1.24M | Buy |
28,276
+760
| +3% | +$33.4K | 0.12% | 145 |
|
2013
Q3 | $1.23M | Buy |
27,516
+11,957
| +77% | +$534K | 0.13% | 130 |
|
2013
Q2 | $686K | Buy |
+15,559
| New | +$686K | 0.08% | 147 |
|