Bartlett & Co Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $803K | Sell |
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|
2025
Q2 | $821K | Sell |
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|
2025
Q1 | $942K | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $3.23M | Sell |
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|
2022
Q1 | $3.59M | Sell |
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|
2021
Q4 | $3.91M | Buy |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.56M | Sell |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.43M | Sell |
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|
2020
Q1 | $1.52M | Sell |
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|
2019
Q4 | $1.83M | Buy |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.67M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.51M | Buy |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.48M | Buy |
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