Brandywine Oak Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
84,423
-77,081
| -48% | -$3.5M | 0.36% | 38 |
|
|
2025
Q1 | $7.35M | Buy |
161,504
+7,157
| +5% | +$326K | 0.72% | 22 |
|
|
2024
Q4 | $7.12M | Buy |
154,347
+14,208
| +10% | +$655K | 0.7% | 23 |
|
|
2024
Q3 | $6.58M | Buy |
140,139
+4,893
| +4% | +$230K | 0.64% | 23 |
|
|
2024
Q2 | $6.2M | Sell |
135,246
-8,276
| -6% | -$379K | 0.64% | 25 |
|
|
2024
Q1 | $6.68M | Buy |
143,522
+12,153
| +9% | +$565K | 0.7% | 23 |
|
|
2023
Q4 | $6.18M | Buy |
131,369
+3,231
| +3% | +$152K | 0.69% | 21 |
|
|
2023
Q3 | $5.65M | Buy |
128,138
+16,394
| +15% | +$723K | 0.66% | 24 |
|
|
2023
Q2 | $5.15M | Buy |
111,744
+5,703
| +5% | +$263K | 0.58% | 26 |
|
|
2023
Q1 | $4.93M | Buy |
106,041
+20,114
| +23% | +$935K | 0.58% | 27 |
|
|
2022
Q4 | $3.92M | Buy |
85,927
+43,270
| +101% | +$1.97M | 0.49% | 28 |
|
|
2022
Q3 | $1.86M | Buy |
42,657
+32,536
| +321% | +$1.42M | 0.25% | 63 |
|
|
2022
Q2 | $462K | Sell |
10,121
-104,908
| -91% | -$4.79M | 0.06% | 182 |
|
|
2022
Q1 | $5.47M | Buy |
115,029
+16,114
| +16% | +$766K | 0.63% | 30 |
|
|
2021
Q4 | $5.03M | Buy |
98,915
+1,113
| +1% | +$56.6K | 0.55% | 36 |
|
|
2021
Q3 | $5.01M | Buy |
97,802
+6,359
| +7% | +$326K | 0.58% | 34 |
|
|
2021
Q2 | $4.74M | Buy |
91,443
+8,011
| +10% | +$415K | 0.55% | 33 |
|
|
2021
Q1 | $4.28M | Buy |
83,432
+4,728
| +6% | +$242K | 0.63% | 29 |
|
|
2020
Q4 | $4.1M | Sell |
78,704
-681
| -0.9% | -$35.4K | 0.62% | 30 |
|
|
2020
Q3 | $4.07M | Buy |
79,385
+1,233
| +2% | +$63.2K | 0.68% | 28 |
|
|
2020
Q2 | $4.04M | Buy |
78,152
+1,727
| +2% | +$89.2K | 0.72% | 24 |
|
|
2020
Q1 | $3.75M | Sell |
76,425
-23,924
| -24% | -$1.18M | 0.78% | 23 |
|
|
2019
Q4 | $5.04M | Buy |
100,349
+6,419
| +7% | +$322K | 0.92% | 22 |
|
|
2019
Q3 | $4.73M | Buy |
93,930
+936
| +1% | +$47.1K | 0.9% | 25 |
|
|
2019
Q2 | $4.63M | Buy |
92,994
+1,872
| +2% | +$93.3K | 0.93% | 25 |
|
|
2019
Q1 | $4.45M | Sell |
91,122
-8,722
| -9% | -$426K | 0.93% | 25 |
|
|
2018
Q4 | $4.82M | Buy |
+99,844
| New | +$4.82M | 1.08% | 20 |
|