BCGM Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

BCGM Wealth Management’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,937	Closed	-$498K	–	108
2022 Q1	$498K	Buy	10,937 +31	+0.3%	+$1.53K	0.27%	64
2021 Q4	$559K	Buy	10,906 +28	+0.3%	+$1.43K	0.3%	60
2021 Q3	$555K	Buy	10,878 +28	+0.3%	+$1.45K	0.31%	62
2021 Q2	$566K	Buy	10,850 +29	+0.3%	+$1.5K	0.34%	60
2021 Q1	$560K	Buy	10,821 +19	+0.2%	+$982	0.38%	55
2020 Q4	$565K	Buy	+10,802	New	+$556K	0.4%	45

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

BCGM Wealth Management's ITM Position: Q2 2022 in Review

BCGM Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 10,937 shares — an estimated $498K sold.

BCGM Wealth Management first reported a position in ITM in Q4 2020 and held it in 6 quarters. The position peaked at $566K in Q2 2021. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

BCGM Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
BCGM Wealth Management sold 10,937 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $498K.
BCGM Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 6 quarters.
BCGM Wealth Management's VanEck Intermediate Muni ETF position peaked at $566K in Q2 2021.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on BCGM Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.