Bogart Wealth LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$8.13K	Hold	173	–	–	﹤0.01%	1059
2026 Q1	$8.03K	Hold	173	–	–	﹤0.01%	951
2025 Q4	$8.16K	Hold	173	–	–	﹤0.01%	900
2025 Q3	$8.06K	Hold	173	–	–	﹤0.01%	869
2025 Q2	$7.87K	Hold	173	–	–	﹤0.01%	836
2025 Q1	$7.87K	Hold	173	–	–	﹤0.01%	809
2024 Q4	$7.97K	Hold	173	–	–	﹤0.01%	782
2024 Q3	$8.12K	Buy	+173	New	+$8.04K	﹤0.01%	739

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

Bogart Wealth LLC's ITM Position: Q2 2026 in Review

Bogart Wealth LLC held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 173 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Bogart Wealth LLC first reported a position in ITM in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.16K in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Bogart Wealth LLC held 173 shares of VanEck Intermediate Muni ETF worth $8.13K as of Q2 2026.
Bogart Wealth LLC left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1059 holding.
Bogart Wealth LLC first reported a position in VanEck Intermediate Muni ETF in Q3 2024 and has held it in 8 quarters since.
Bogart Wealth LLC's VanEck Intermediate Muni ETF position peaked at $8.16K in Q4 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.