Axxcess Wealth Management’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	$4.24M	Buy	91,345 +10,591	+13%	+$501K	0.14%	132
2025 Q4	$3.81M	Buy	80,754 +2,684	+3%	+$126K	0.07%	254
2025 Q3	$3.64M	Sell	78,070 -1,626	-2%	-$74.4K	0.08%	204
2025 Q2	$3.62M	Buy	79,696 +75,031	+1,608%	+$3.38M	0.09%	187
2025 Q1	$212K	Sell	4,665 -29,989	-87%	-$1.38M	0.01%	798
2024 Q4	$1.6M	Buy	34,654 +29,368	+556%	+$1.36M	0.04%	319
2024 Q3	$248K	Sell	5,286 -1,535	-23%	-$71.3K	0.01%	758
2024 Q2	$313K	Sell	6,821 -366	-5%	-$16.8K	0.01%	637
2024 Q1	$334K	Sell	7,187 -50	-0.7%	-$2.33K	0.01%	638
2023 Q4	$340K	Sell	7,237 -940	-11%	-$42.3K	0.01%	612
2023 Q3	$361K	Buy	8,177 +199	+2%	+$9.05K	0.01%	553
2023 Q2	$368K	Sell	7,978 -30	-0.4%	-$1.38K	0.03%	409
2023 Q1	$372K	Sell	8,008 -366	-4%	-$16.9K	0.03%	436
2022 Q4	$382K	Sell	8,374 -7,983	-49%	-$357K	0.03%	404
2022 Q3	$712K	Sell	16,357 -67	-0.4%	-$3.06K	0.07%	250
2022 Q2	$750K	Sell	16,424 -3,670	-18%	-$168K	0.07%	229
2022 Q1	$951K	Buy	20,094 +3,458	+21%	+$170K	0.08%	230
2021 Q4	$853K	Buy	+16,636	New	+$851K	0.06%	245