Aveo Capital Partners’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 |
-11,921
| Closed | -$540K | – | 79 |
|
2025
Q1 | $540K | Buy |
11,921
+1,813
| +18% | +$82.2K | 0.09% | 103 |
|
2024
Q4 | $466K | Sell |
10,108
-49
| -0.5% | -$2.26K | 0.05% | 218 |
|
2024
Q3 | $477K | Sell |
10,157
-956
| -9% | -$44.9K | 0.05% | 205 |
|
2024
Q2 | $509K | Sell |
11,113
-539
| -5% | -$24.7K | 0.06% | 185 |
|
2024
Q1 | $536K | Sell |
11,652
-1,414
| -11% | -$65K | 0.06% | 207 |
|
2023
Q4 | $614K | Sell |
13,066
-35,224
| -73% | -$1.66M | 0.07% | 181 |
|
2023
Q3 | $2.13M | Sell |
48,290
-33,241
| -41% | -$1.47M | 0.28% | 87 |
|
2023
Q2 | $3.76M | Sell |
81,531
-30,413
| -27% | -$1.4M | 0.48% | 67 |
|
2023
Q1 | $5.2M | Sell |
111,944
-2,309
| -2% | -$107K | 0.69% | 44 |
|
2022
Q4 | $5.21M | Buy |
+114,253
| New | +$5.21M | 0.78% | 37 |
|