Capital Advisors Wealth Management’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
Q2 | $397K | Sell |
7,906
-1,011
| -11% | -$50.8K | 0.06% | 133 |
|
|
2025
Q1 | $456K | Sell |
8,917
-17,225
| -66% | -$882K | 0.08% | 109 |
|
|
2024
Q4 | $1.36M | Sell |
26,142
-10,877
| -29% | -$565K | 0.24% | 57 |
|
|
2024
Q3 | $1.96M | Sell |
37,019
-4,371
| -11% | -$232K | 0.36% | 45 |
|
|
2024
Q2 | $2.14M | Sell |
41,390
-2,558
| -6% | -$132K | 0.42% | 44 |
|
|
2024
Q1 | $2.3M | Sell |
43,948
-4,301
| -9% | -$225K | 0.48% | 39 |
|
|
2023
Q4 | $2.49M | Sell |
48,249
-4,112
| -8% | -$212K | 0.57% | 35 |
|
|
2023
Q3 | $2.57M | Sell |
52,361
-2,385
| -4% | -$117K | 0.67% | 34 |
|
|
2023
Q2 | $2.81M | Sell |
54,746
-5,564
| -9% | -$286K | 0.72% | 33 |
|
|
2023
Q1 | $3.12M | Sell |
60,310
-6,499
| -10% | -$336K | 0.86% | 31 |
|
|
2022
Q4 | $3.38M | Sell |
66,809
-455
| -0.7% | -$23K | 1.02% | 23 |
|
|
2022
Q3 | $3.36M | Sell |
67,264
-3,029
| -4% | -$151K | 1.11% | 25 |
|
|
2022
Q2 | $3.79M | Sell |
70,293
-5,480
| -7% | -$295K | 1.23% | 24 |
|
|
2022
Q1 | $4.35M | Sell |
75,773
-4,770
| -6% | -$274K | 1.33% | 25 |
|
|
2021
Q4 | $5.03M | Buy |
80,543
+13,548
| +20% | +$846K | 1.53% | 23 |
|
|
2021
Q3 | $4.19M | Buy |
66,995
+9,755
| +17% | +$610K | 1.48% | 23 |
|
|
2021
Q2 | $3.64M | Buy |
57,240
+7,406
| +15% | +$471K | 1.35% | 25 |
|
|
2021
Q1 | $3.1M | Buy |
+49,834
| New | +$3.1M | 1.34% | 24 |
|