Bartlett & Co Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
47,588
-7,375
| -13% | -$127K | 0.01% | 274 |
|
|
2025
Q1 | $942K | Sell |
54,963
-9,215
| -14% | -$158K | 0.01% | 258 |
|
|
2024
Q4 | $1.1M | Sell |
64,178
-4,225
| -6% | -$72.2K | 0.02% | 242 |
|
|
2024
Q3 | $1.18M | Sell |
68,403
-6,754
| -9% | -$117K | 0.02% | 238 |
|
|
2024
Q2 | $1.28M | Sell |
75,157
-5,820
| -7% | -$98.9K | 0.02% | 232 |
|
|
2024
Q1 | $1.38M | Sell |
80,977
-2,930
| -3% | -$49.9K | 0.02% | 232 |
|
|
2023
Q4 | $1.43M | Buy |
83,907
+5,505
| +7% | +$94.1K | 0.02% | 236 |
|
|
2023
Q3 | $1.31M | Sell |
78,402
-8,829
| -10% | -$147K | 0.02% | 233 |
|
|
2023
Q2 | $1.47M | Sell |
87,231
-12,590
| -13% | -$212K | 0.03% | 230 |
|
|
2023
Q1 | $1.7M | Sell |
99,821
-710
| -0.7% | -$12.1K | 0.03% | 187 |
|
|
2022
Q4 | $1.7M | Sell |
100,531
-22,131
| -18% | -$374K | 0.03% | 192 |
|
|
2022
Q3 | $2.04M | Sell |
122,662
-66,169
| -35% | -$1.1M | 0.04% | 168 |
|
|
2022
Q2 | $3.23M | Sell |
188,831
-20,909
| -10% | -$358K | 0.07% | 143 |
|
|
2022
Q1 | $3.59M | Sell |
209,740
-8,510
| -4% | -$146K | 0.06% | 146 |
|
|
2021
Q4 | $3.91M | Buy |
218,250
+14,290
| +7% | +$256K | 0.07% | 145 |
|
|
2021
Q3 | $3.67M | Buy |
203,960
+6,990
| +4% | +$126K | 0.07% | 138 |
|
|
2021
Q2 | $3.56M | Sell |
196,970
-4,340
| -2% | -$78.4K | 0.07% | 140 |
|
|
2021
Q1 | $3.63M | Buy |
201,310
+78,351
| +64% | +$1.41M | 0.07% | 137 |
|
|
2020
Q4 | $2.23M | Buy |
122,959
+42,220
| +52% | +$765K | 0.05% | 157 |
|
|
2020
Q3 | $1.46M | Buy |
80,739
+1,330
| +2% | +$24K | 0.03% | 178 |
|
|
2020
Q2 | $1.43M | Sell |
79,409
-8,085
| -9% | -$146K | 0.04% | 172 |
|
|
2020
Q1 | $1.52M | Sell |
87,494
-15,265
| -15% | -$265K | 0.05% | 170 |
|
|
2019
Q4 | $1.83M | Buy |
102,759
+22,030
| +27% | +$393K | 0.04% | 175 |
|
|
2019
Q3 | $1.43M | Sell |
80,729
-10,461
| -11% | -$185K | 0.04% | 186 |
|
|
2019
Q2 | $1.61M | Sell |
91,190
-3,700
| -4% | -$65.5K | 0.06% | 144 |
|
|
2019
Q1 | $1.67M | Buy |
94,890
+415
| +0.4% | +$7.29K | 0.06% | 137 |
|
|
2018
Q4 | $1.64M | Buy |
94,475
+6,485
| +7% | +$112K | 0.07% | 141 |
|
|
2018
Q3 | $1.51M | Buy |
87,990
+5,520
| +7% | +$94.8K | 0.06% | 145 |
|
|
2018
Q2 | $1.42M | Sell |
82,470
-3,635
| -4% | -$62.7K | 0.06% | 143 |
|
|
2018
Q1 | $1.48M | Buy |
+86,105
| New | +$1.48M | 0.06% | 138 |
|