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