Axxcess Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
19,800
| – | – | 0.01% | 687 |
|
|
2025
Q1 | $339K | Buy |
19,800
+5,600
| +39% | +$96K | 0.01% | 647 |
|
|
2024
Q4 | $243K | Hold |
14,200
| – | – | 0.01% | 741 |
|
|
2024
Q3 | $246K | Hold |
14,200
| – | – | 0.01% | 763 |
|
|
2024
Q2 | $241K | Sell |
14,200
-1,000
| -7% | -$17K | 0.01% | 726 |
|
|
2024
Q1 | $259K | Hold |
15,200
| – | – | 0.01% | 714 |
|
|
2023
Q4 | $260K | Hold |
15,200
| – | – | 0.01% | 690 |
|
|
2023
Q3 | $254K | Buy |
+15,200
| New | +$254K | 0.01% | 645 |
|