Capital Advisors Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Sell |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $576K | Buy |
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