Beaumont Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Hold	27,214	–	–	0.09%	140
2025 Q4	$1.28M	Hold	27,214	–	–	0.08%	142
2025 Q3	$1.27M	Hold	27,214	–	–	0.08%	140
2025 Q2	$1.24M	Sell	27,214 -545	-2%	-$24.6K	0.09%	128
2025 Q1	$1.26M	Sell	27,759 -5,793	-17%	-$267K	0.1%	126
2024 Q4	$1.55M	Sell	33,552 -435	-1%	-$20.2K	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%	-$19.3K	0.16%	86
2023 Q3	$1.69M	Sell	38,370 -2,930	-7%	-$133K	0.17%	88
2023 Q2	$1.9M	Hold	41,300	–	–	0.18%	90
2023 Q1	$1.92M	Sell	41,300 -1,865	-4%	-$86K	0.19%	78
2022 Q4	$1.97M	Buy	+43,165	New	+$1.93M	0.2%	72