Caldwell Trust’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
11,076
-7,000
|
|
||||
|
2025
Q1 | $925K | Sell |
18,076
-500
|
|
||||
|
2024
Q4 | $964K | Sell |
18,576
-500
|
|
||||
|
2024
Q3 | $1.01M | Buy |
19,076
+4,300
|
|
||||
|
2024
Q2 | $763K | Hold |
14,776
|
|
||||
|
2024
Q1 | $772K | Buy |
14,776
+2,000
|
|
||||
|
2023
Q4 | $660K | Sell |
12,776
-1,925
|
|
||||
|
2023
Q3 | $721K | Sell |
14,701
-2,497
|
|
||||
|
2023
Q2 | $883K | Sell |
17,198
-1,000
|
|
||||
|
2023
Q1 | $942K | Hold |
18,198
|
|
||||
|
2022
Q4 | $920K | Sell |
18,198
-300
|
|
||||
|
2022
Q3 | $924K | Hold |
18,498
|
|
||||
|
2022
Q2 | $996K | Hold |
18,498
|
|
||||
|
2022
Q1 | $1.06M | Sell |
18,498
-240
|
|
||||
|
2021
Q4 | $1.17M | Sell |
18,738
-2,192
|
|
||||
|
2021
Q3 | $1.31M | Sell |
20,930
-75
|
|
||||
|
2021
Q2 | $1.34M | Buy |
21,005
+178
|
|
||||
|
2021
Q1 | $1.29M | Sell |
20,827
-29
|
|
||||
|
2020
Q4 | $1.28M | Sell |
20,856
-50
|
|
||||
|
2020
Q3 | $1.25M | Hold |
20,906
|
|
||||
|
2020
Q2 | $1.24M | Sell |
20,906
-1,565
|
|
||||
|
2020
Q1 | $1.17M | Sell |
22,471
-131
|
|
||||
|
2019
Q4 | $1.45M | Buy |
+22,602
|
|