Beacon Pointe Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,001
Closed -$529K 1330
2023
Q3
$529K Sell
12,001
-1,549
-11% -$68.3K 0.01% 842
2023
Q2
$624K Sell
13,550
-1,792
-12% -$82.6K 0.01% 646
2023
Q1
$713K Sell
15,342
-551
-3% -$25.6K 0.01% 643
2022
Q4
$725K Sell
15,893
-621
-4% -$28.3K 0.01% 585
2022
Q3
$719K Buy
16,514
+8,378
+103% +$365K 0.02% 543
2022
Q2
$371K Sell
8,136
-4,742
-37% -$216K 0.01% 751
2022
Q1
$609K Buy
+12,878
New +$609K 0.01% 756