Avantax Advisory Services’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,302
| Closed | -$296K | – | 1719 |
|
|
2023
Q4 | $296K | Buy |
17,302
+4
| +0% | +$68 | ﹤0.01% | 1239 |
|
|
2023
Q3 | $289K | Buy |
17,298
+3
| +0% | +$50 | ﹤0.01% | 1219 |
|
|
2023
Q2 | $291K | Sell |
17,295
-2,217
| -11% | -$37.3K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $332K | Buy |
19,512
+11
| +0.1% | +$187 | ﹤0.01% | 1098 |
|
|
2022
Q4 | $329K | Buy |
19,501
+11
| +0.1% | +$186 | ﹤0.01% | 1054 |
|
|
2022
Q3 | $324K | Buy |
19,490
+4,205
| +28% | +$69.9K | 0.01% | 964 |
|
|
2022
Q2 | $261K | Buy |
15,285
+800
| +6% | +$13.7K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $248K | Hold |
14,485
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q4 | $259K | Hold |
14,485
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q3 | $261K | Hold |
14,485
| – | – | ﹤0.01% | 985 |
|
|
2021
Q2 | $262K | Hold |
14,485
| – | – | ﹤0.01% | 962 |
|
|
2021
Q1 | $261K | Hold |
14,485
| – | – | 0.01% | 867 |
|
|
2020
Q4 | $262K | Sell |
14,485
-5,037
| -26% | -$91.1K | 0.01% | 785 |
|
|
2020
Q3 | $351K | Buy |
19,522
+5,037
| +35% | +$90.6K | 0.01% | 951 |
|
|
2020
Q2 | $261K | Hold |
14,485
| – | – | 0.01% | 698 |
|
|
2020
Q1 | $252K | Hold |
14,485
| – | – | 0.01% | 645 |
|
|
2019
Q4 | $258K | Buy |
+14,485
| New | +$258K | 0.01% | 679 |
|