Axxcess 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
Q2 | $3.62M | Buy |
79,696
+75,031
| +1,608% | +$3.41M | 0.08% | 186 |
|
|
2025
Q1 | $212K | Sell |
4,665
-29,989
| -87% | -$1.36M | 0.01% | 797 |
|
|
2024
Q4 | $1.6M | Buy |
34,654
+29,368
| +556% | +$1.35M | 0.04% | 318 |
|
|
2024
Q3 | $248K | Sell |
5,286
-1,535
| -23% | -$72.1K | 0.01% | 757 |
|
|
2024
Q2 | $313K | Sell |
6,821
-366
| -5% | -$16.8K | 0.01% | 636 |
|
|
2024
Q1 | $334K | Sell |
7,187
-50
| -0.7% | -$2.33K | 0.01% | 636 |
|
|
2023
Q4 | $340K | Sell |
7,237
-940
| -11% | -$44.2K | 0.01% | 610 |
|
|
2023
Q3 | $361K | Buy |
8,177
+199
| +2% | +$8.78K | 0.01% | 553 |
|
|
2023
Q2 | $368K | Sell |
7,978
-30
| -0.4% | -$1.38K | 0.03% | 408 |
|
|
2023
Q1 | $372K | Sell |
8,008
-366
| -4% | -$17K | 0.03% | 433 |
|
|
2022
Q4 | $382K | Sell |
8,374
-7,983
| -49% | -$364K | 0.03% | 404 |
|
|
2022
Q3 | $712K | Sell |
16,357
-67
| -0.4% | -$2.92K | 0.07% | 247 |
|
|
2022
Q2 | $750K | Sell |
16,424
-3,670
| -18% | -$168K | 0.07% | 226 |
|
|
2022
Q1 | $951K | Buy |
20,094
+3,458
| +21% | +$164K | 0.07% | 226 |
|
|
2021
Q4 | $853K | Buy |
+16,636
| New | +$853K | 0.06% | 242 |
|