Atria Wealth Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,550
| Closed | -$253K | – | 1694 |
|
|
2025
Q1 | $253K | Buy |
5,550
+987
| +22% | +$44.9K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $210K | Buy |
4,563
+296
| +7% | +$13.6K | ﹤0.01% | 1773 |
|
|
2024
Q3 | $200K | Sell |
4,267
-6,095
| -59% | -$286K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $475K | Buy |
10,362
+123
| +1% | +$5.64K | 0.01% | 1250 |
|
|
2024
Q1 | $476K | Buy |
10,239
+4,838
| +90% | +$225K | 0.01% | 1287 |
|
|
2023
Q4 | $254K | Buy |
+5,401
| New | +$254K | ﹤0.01% | 1609 |
|
|
2023
Q2 | – | Sell |
-5,095
| Closed | -$237K | – | 1922 |
|
|
2023
Q1 | $237K | Buy |
5,095
+352
| +7% | +$16.4K | ﹤0.01% | 1560 |
|
|
2022
Q4 | $216K | Buy |
+4,743
| New | +$216K | ﹤0.01% | 1557 |
|