Avior Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,688
| Closed | -$77.8K | – | 1536 |
|
2024
Q4 | $77.8K | Buy |
1,688
+666
| +65% | +$30.7K | ﹤0.01% | 972 |
|
2024
Q3 | $48K | Buy |
+1,022
| New | +$48K | ﹤0.01% | 1127 |
|
2022
Q4 | – | Sell |
-289
| Closed | -$12K | – | 1314 |
|
2022
Q3 | $12K | Sell |
289
-713
| -71% | -$29.6K | ﹤0.01% | 827 |
|
2022
Q2 | $45K | Hold |
1,002
| – | – | ﹤0.01% | 583 |
|
2022
Q1 | $47K | Sell |
1,002
-144
| -13% | -$6.75K | ﹤0.01% | 606 |
|
2021
Q4 | $58K | Sell |
1,146
-48
| -4% | -$2.43K | ﹤0.01% | 567 |
|
2021
Q3 | $61K | Hold |
1,194
| – | – | 0.01% | 538 |
|
2021
Q2 | $61K | Hold |
1,194
| – | – | 0.01% | 510 |
|
2021
Q1 | $61K | Buy |
+1,194
| New | +$61K | 0.01% | 510 |
|