Brandywine Oak Private Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,199
| Closed | -$218K | – | 229 |
|
|
2024
Q4 | $218K | Sell |
4,199
-1,616
| -28% | -$83.9K | 0.02% | 218 |
|
|
2024
Q3 | $309K | Sell |
5,815
-42
| -0.7% | -$2.23K | 0.03% | 193 |
|
|
2024
Q2 | $303K | Hold |
5,857
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $306K | Sell |
5,857
-194
| -3% | -$10.1K | 0.03% | 193 |
|
|
2023
Q4 | $312K | Sell |
6,051
-902
| -13% | -$46.6K | 0.03% | 184 |
|
|
2023
Q3 | $341K | Hold |
6,953
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $357K | Hold |
6,953
| – | – | 0.04% | 181 |
|
|
2023
Q1 | $360K | Sell |
6,953
-1,576
| -18% | -$81.5K | 0.04% | 181 |
|
|
2022
Q4 | $431K | Sell |
8,529
-19,168
| -69% | -$969K | 0.05% | 166 |
|
|
2022
Q3 | $1.38M | Sell |
27,697
-8,964
| -24% | -$447K | 0.19% | 77 |
|
|
2022
Q2 | $1.97M | Buy |
36,661
+9,323
| +34% | +$502K | 0.25% | 65 |
|
|
2022
Q1 | $1.57M | Buy |
27,338
+3,978
| +17% | +$228K | 0.18% | 92 |
|
|
2021
Q4 | $1.46M | Hold |
23,360
| – | – | 0.16% | 99 |
|
|
2021
Q3 | $1.46M | Hold |
23,360
| – | – | 0.17% | 92 |
|
|
2021
Q2 | $1.49M | Hold |
23,360
| – | – | 0.17% | 91 |
|
|
2021
Q1 | $1.45M | Sell |
23,360
-12
| -0.1% | -$745 | 0.21% | 70 |
|
|
2020
Q4 | $1.44M | Hold |
23,372
| – | – | 0.22% | 71 |
|
|
2020
Q3 | $1.4M | Buy |
23,372
+1
| +0% | +$60 | 0.23% | 66 |
|
|
2020
Q2 | $1.39M | Sell |
23,371
-32
| -0.1% | -$1.9K | 0.25% | 68 |
|
|
2020
Q1 | $1.22M | Buy |
23,403
+17,449
| +293% | +$912K | 0.25% | 65 |
|
|
2019
Q4 | $381K | Buy |
5,954
+1,195
| +25% | +$76.5K | 0.07% | 147 |
|
|
2019
Q3 | $306K | Sell |
4,759
-1,076
| -18% | -$69.2K | 0.06% | 165 |
|
|
2019
Q2 | $372K | Buy |
5,835
+626
| +12% | +$39.9K | 0.07% | 135 |
|
|
2019
Q1 | $326K | Sell |
5,209
-929
| -15% | -$58.1K | 0.07% | 146 |
|
|
2018
Q4 | $365K | Buy |
+6,138
| New | +$365K | 0.08% | 116 |
|