Avidian Wealth Enterprises’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Sell	291,752 -32,029	-10%	-$1.51M	0.43%	40
2025 Q4	$15.3M	Buy	323,781 +3,851	+1%	+$181K	0.56%	33
2025 Q3	$14.9M	Buy	319,930 +1,929	+0.6%	+$88.3K	0.56%	31
2025 Q2	$14.5M	Sell	318,001 -3,957	-1%	-$179K	0.59%	34
2025 Q1	$14.7M	Sell	321,958 -119,334	-27%	-$5.49M	0.65%	32
2024 Q4	$20.3M	Sell	441,292 -13,291	-3%	-$616K	0.91%	22
2024 Q3	$21.3M	Buy	454,583 +3,647	+0.8%	+$169K	0.97%	22
2024 Q2	$20.7M	Sell	450,936 -12,719	-3%	-$584K	0.86%	23
2024 Q1	$21.6M	Buy	463,655 +80,719	+21%	+$3.76M	1.05%	19
2023 Q4	$18M	Buy	382,936 +18,558	+5%	+$836K	1.11%	17
2023 Q3	$16.1M	Buy	364,378 +20,598	+6%	+$937K	1.13%	17
2023 Q2	$15.8M	Sell	343,780 -72,513	-17%	-$3.34M	1.04%	19
2023 Q1	$19.3M	Buy	416,293 +21,959	+6%	+$1.01M	1.06%	21
2022 Q4	$18M	Sell	394,334 -37,603	-9%	-$1.68M	1.17%	21
2022 Q3	$18.8M	Buy	431,937 +187,512	+77%	+$8.57M	1.36%	16
2022 Q2	$11.2M	Sell	244,425 -138,060	-36%	-$6.31M	0.79%	26
2022 Q1	$18.1M	Sell	382,485 -4,715	-1%	-$232K	1.11%	18
2021 Q4	$19.9M	Sell	387,200 -63,990	-14%	-$3.27M	1.24%	17
2021 Q3	$23.1M	Buy	451,190 +21,268	+5%	+$1.1M	1.76%	14
2021 Q2	$22.3M	Sell	429,922 -7,914	-2%	-$409K	1.71%	13
2021 Q1	$22.4M	Buy	437,836 +140,047	+47%	+$7.24M	1.91%	13
2020 Q4	$15.5M	Buy	297,789 +144,499	+94%	+$7.44M	1.47%	14
2020 Q3	$7.86M	Buy	153,290 +85,043	+125%	+$4.38M	0.89%	26
2020 Q2	$3.48M	Buy	68,247 +54,729	+405%	+$2.72M	0.47%	39
2020 Q1	$664K	Buy	+13,518	New	+$677K	0.11%	91