APP
Avantax Planning Partners’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
342,410
+12,561
| +4% | +$631K | 0.55% | 31 |
|
|
2025
Q1 | $16.9M | Buy |
329,849
+991
| +0.3% | +$50.7K | 0.6% | 28 |
|
|
2024
Q4 | $17.1M | Sell |
328,858
-25,497
| -7% | -$1.32M | 0.62% | 28 |
|
|
2024
Q3 | $18.8M | Sell |
354,355
-118,247
| -25% | -$6.28M | 0.67% | 27 |
|
|
2024
Q2 | $24.4M | Sell |
472,602
-17,416
| -4% | -$900K | 0.78% | 21 |
|
|
2024
Q1 | $25.6M | Sell |
490,018
-37,506
| -7% | -$1.96M | 0.83% | 23 |
|
|
2023
Q4 | $27.2M | Buy |
527,524
+143,237
| +37% | +$7.4M | 1.04% | 21 |
|
|
2023
Q3 | $18.9M | Sell |
384,287
-928
| -0.2% | -$45.5K | 0.79% | 23 |
|
|
2023
Q2 | $19.8M | Sell |
385,215
-25,331
| -6% | -$1.3M | 0.79% | 24 |
|
|
2023
Q1 | $21.2M | Sell |
410,546
-6,951
| -2% | -$360K | 0.86% | 22 |
|
|
2022
Q4 | $21.1M | Buy |
417,497
+1,044
| +0.3% | +$52.8K | 0.84% | 20 |
|
|
2022
Q3 | $20.8M | Buy |
416,453
+17,454
| +4% | +$871K | 0.94% | 21 |
|
|
2022
Q2 | $21.5M | Buy |
398,999
+356,292
| +834% | +$19.2M | 0.92% | 17 |
|
|
2022
Q1 | $2.45M | Buy |
42,707
+29,411
| +221% | +$1.69M | 0.1% | 91 |
|
|
2021
Q4 | $830K | Buy |
13,296
+29
| +0.2% | +$1.81K | 0.03% | 174 |
|
|
2021
Q3 | $829K | Buy |
13,267
+2,500
| +23% | +$156K | 0.04% | 154 |
|
|
2021
Q2 | $685K | Sell |
10,767
-3
| -0% | -$191 | 0.03% | 168 |
|
|
2021
Q1 | $669K | Hold |
10,770
| – | – | 0.03% | 164 |
|
|
2020
Q4 | $663K | Hold |
10,770
| – | – | 0.03% | 157 |
|
|
2020
Q3 | $644K | Hold |
10,770
| – | – | 0.03% | 161 |
|
|
2020
Q2 | $638K | Buy |
+10,770
| New | +$638K | 0.04% | 152 |
|