Avantax Advisory Services’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 | $947K | Buy |
20,824
+7,030
| +51% | +$320K | 0.01% | 1201 |
|
|
2025
Q1 | $628K | Buy |
+13,794
| New | +$628K | ﹤0.01% | 1369 |
|
|
2024
Q3 | – | Sell |
-7,031
| Closed | -$322K | – | 2167 |
|
|
2024
Q2 | $322K | Buy |
+7,031
| New | +$322K | ﹤0.01% | 1647 |
|
|
2024
Q1 | – | Sell |
-40,741
| Closed | -$1.92M | – | 1692 |
|
|
2023
Q4 | $1.92M | Buy |
+40,741
| New | +$1.92M | 0.02% | 514 |
|
|
2022
Q2 | – | Sell |
-10,334
| Closed | -$489K | – | 1345 |
|
|
2022
Q1 | $489K | Buy |
10,334
+4
| +0% | +$189 | 0.01% | 799 |
|
|
2021
Q4 | $530K | Hold |
10,330
| – | – | 0.01% | 743 |
|
|
2021
Q3 | $529K | Hold |
10,330
| – | – | 0.01% | 705 |
|
|
2021
Q2 | $535K | Hold |
10,330
| – | – | 0.01% | 686 |
|
|
2021
Q1 | $529K | Hold |
10,330
| – | – | 0.01% | 602 |
|
|
2020
Q4 | $537K | Sell |
10,330
-1,865
| -15% | -$97K | 0.01% | 536 |
|
|
2020
Q3 | $625K | Buy |
12,195
+10
| +0.1% | +$513 | 0.01% | 718 |
|
|
2020
Q2 | $620K | Buy |
12,185
+10
| +0.1% | +$509 | 0.02% | 431 |
|
|
2020
Q1 | $599K | Buy |
12,175
+640
| +6% | +$31.5K | 0.02% | 401 |
|
|
2019
Q4 | $579K | Buy |
+11,535
| New | +$579K | 0.01% | 435 |
|