AWE
Avidian Wealth Enterprises’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
318,001
-3,957
| -1% | -$180K | 0.59% | 34 |
|
|
2025
Q1 | $14.7M | Sell |
321,958
-119,334
| -27% | -$5.43M | 0.65% | 32 |
|
|
2024
Q4 | $20.3M | Sell |
441,292
-13,291
| -3% | -$613K | 0.91% | 22 |
|
|
2024
Q3 | $21.3M | Buy |
454,583
+3,647
| +0.8% | +$171K | 0.97% | 22 |
|
|
2024
Q2 | $20.7M | Sell |
450,936
-12,719
| -3% | -$583K | 0.86% | 21 |
|
|
2024
Q1 | $21.6M | Buy |
463,655
+80,719
| +21% | +$3.75M | 1.05% | 17 |
|
|
2023
Q4 | $18M | Buy |
382,936
+18,558
| +5% | +$873K | 1.11% | 16 |
|
|
2023
Q3 | $16.1M | Buy |
364,378
+20,598
| +6% | +$908K | 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% | +$1.02M | 1.06% | 21 |
|
|
2022
Q4 | $18M | Sell |
394,334
-37,603
| -9% | -$1.72M | 1.17% | 21 |
|
|
2022
Q3 | $18.8M | Buy |
431,937
+187,512
| +77% | +$8.16M | 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% | -$223K | 1.11% | 18 |
|
|
2021
Q4 | $19.9M | Sell |
387,200
-63,990
| -14% | -$3.28M | 1.24% | 17 |
|
|
2021
Q3 | $23.1M | Buy |
451,190
+21,268
| +5% | +$1.09M | 1.76% | 14 |
|
|
2021
Q2 | $22.3M | Sell |
429,922
-7,914
| -2% | -$410K | 1.71% | 13 |
|
|
2021
Q1 | $22.4M | Buy |
437,836
+140,047
| +47% | +$7.18M | 1.91% | 13 |
|
|
2020
Q4 | $15.5M | Buy |
297,789
+144,499
| +94% | +$7.52M | 1.47% | 14 |
|
|
2020
Q3 | $7.86M | Buy |
153,290
+85,043
| +125% | +$4.36M | 0.89% | 26 |
|
|
2020
Q2 | $3.48M | Buy |
68,247
+54,729
| +405% | +$2.79M | 0.47% | 39 |
|
|
2020
Q1 | $664K | Buy |
+13,518
| New | +$664K | 0.11% | 90 |
|