BCWM
Bartlett & Co Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
87,850
-16,950
| -16% | -$286K | 0.02% | 225 |
|
|
2025
Q1 | $1.82M | Sell |
104,800
-6,673
| -6% | -$116K | 0.03% | 197 |
|
|
2024
Q4 | $1.99M | Buy |
111,473
+6,320
| +6% | +$113K | 0.03% | 196 |
|
|
2024
Q3 | $1.92M | Buy |
105,153
+38,828
| +59% | +$711K | 0.03% | 203 |
|
|
2024
Q2 | $1.18M | Sell |
66,325
-1,485
| -2% | -$26.5K | 0.02% | 237 |
|
|
2024
Q1 | $1.22M | Buy |
67,810
+1,100
| +2% | +$19.8K | 0.02% | 247 |
|
|
2023
Q4 | $1.22M | Sell |
66,710
-6,510
| -9% | -$119K | 0.02% | 254 |
|
|
2023
Q3 | $1.22M | Sell |
73,220
-5,455
| -7% | -$91.2K | 0.02% | 241 |
|
|
2023
Q2 | $1.41M | Sell |
78,675
-4,726
| -6% | -$84.8K | 0.02% | 234 |
|
|
2023
Q1 | $1.5M | Sell |
83,401
-5,144
| -6% | -$92.6K | 0.03% | 197 |
|
|
2022
Q4 | $1.55M | Buy |
88,545
+7,514
| +9% | +$131K | 0.03% | 195 |
|
|
2022
Q3 | $1.35M | Buy |
81,031
+3,825
| +5% | +$63.6K | 0.03% | 196 |
|
|
2022
Q2 | $1.36M | Sell |
77,206
-9,920
| -11% | -$175K | 0.03% | 192 |
|
|
2022
Q1 | $1.69M | Sell |
87,126
-6,700
| -7% | -$130K | 0.03% | 185 |
|
|
2021
Q4 | $2.03M | Sell |
93,826
-355
| -0.4% | -$7.68K | 0.03% | 179 |
|
|
2021
Q3 | $2.03M | Buy |
94,181
+1,305
| +1% | +$28.1K | 0.04% | 168 |
|
|
2021
Q2 | $2.03M | Buy |
92,876
+910
| +1% | +$19.9K | 0.04% | 170 |
|
|
2021
Q1 | $1.97M | Buy |
91,966
+2,065
| +2% | +$44.1K | 0.04% | 170 |
|
|
2020
Q4 | $1.96M | Buy |
89,901
+19,125
| +27% | +$417K | 0.04% | 169 |
|
|
2020
Q3 | $1.51M | Buy |
70,776
+13,200
| +23% | +$282K | 0.04% | 173 |
|
|
2020
Q2 | $1.22M | Buy |
57,576
+9,905
| +21% | +$209K | 0.03% | 187 |
|
|
2020
Q1 | $974K | Buy |
47,671
+2,425
| +5% | +$49.5K | 0.03% | 193 |
|
|
2019
Q4 | $954K | Buy |
45,246
+370
| +0.8% | +$7.8K | 0.02% | 213 |
|
|
2019
Q3 | $949K | Buy |
+44,876
| New | +$949K | 0.02% | 210 |
|