BFA
Beaumont Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
27,214
-545
| -2% | -$24.8K | 0.09% | 128 |
|
|
2025
Q1 | $1.26M | Sell |
27,759
-5,793
| -17% | -$264K | 0.1% | 126 |
|
|
2024
Q4 | $1.55M | Sell |
33,552
-435
| -1% | -$20.1K | 0.12% | 113 |
|
|
2024
Q3 | $1.6M | Hold |
33,987
| – | – | 0.12% | 106 |
|
|
2024
Q2 | $1.56M | Hold |
33,987
| – | – | 0.12% | 105 |
|
|
2024
Q1 | $1.58M | Sell |
33,987
-3,955
| -10% | -$184K | 0.13% | 99 |
|
|
2023
Q4 | $1.78M | Sell |
37,942
-428
| -1% | -$20.1K | 0.16% | 86 |
|
|
2023
Q3 | $1.69M | Sell |
38,370
-2,930
| -7% | -$129K | 0.17% | 88 |
|
|
2023
Q2 | $1.9M | Hold |
41,300
| – | – | 0.18% | 90 |
|
|
2023
Q1 | $1.92M | Sell |
41,300
-1,865
| -4% | -$86.7K | 0.19% | 78 |
|
|
2022
Q4 | $1.97M | Buy |
+43,165
| New | +$1.97M | 0.2% | 72 |
|