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