CAWM
Capital Advisors Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
9,407
-301
| -3% | -$13.7K | 0.07% | 127 |
|
|
2025
Q1 | $442K | Sell |
9,708
-73
| -0.7% | -$3.32K | 0.08% | 113 |
|
|
2024
Q4 | $451K | Buy |
9,781
+89
| +0.9% | +$4.1K | 0.08% | 103 |
|
|
2024
Q3 | $455K | Buy |
9,692
+66
| +0.7% | +$3.1K | 0.08% | 99 |
|
|
2024
Q2 | $441K | Buy |
9,626
+66
| +0.7% | +$3.03K | 0.09% | 93 |
|
|
2024
Q1 | $445K | Buy |
9,560
+62
| +0.7% | +$2.88K | 0.09% | 93 |
|
|
2023
Q4 | $447K | Buy |
9,498
+59
| +0.6% | +$2.78K | 0.1% | 87 |
|
|
2023
Q3 | $416K | Buy |
9,439
+58
| +0.6% | +$2.56K | 0.11% | 87 |
|
|
2023
Q2 | $432K | Buy |
9,381
+1,354
| +17% | +$62.4K | 0.11% | 85 |
|
|
2023
Q1 | $373K | Buy |
8,027
+45
| +0.6% | +$2.09K | 0.1% | 88 |
|
|
2022
Q4 | $364K | Buy |
7,982
+40
| +0.5% | +$1.82K | 0.11% | 86 |
|
|
2022
Q3 | $346K | Sell |
7,942
-1,588
| -17% | -$69.2K | 0.11% | 86 |
|
|
2022
Q2 | $435K | Sell |
9,530
-1,951
| -17% | -$89.1K | 0.14% | 73 |
|
|
2022
Q1 | $543K | Buy |
11,481
+46
| +0.4% | +$2.18K | 0.17% | 64 |
|
|
2021
Q4 | $586K | Sell |
11,435
-1,602
| -12% | -$82.1K | 0.18% | 62 |
|
|
2021
Q3 | $668K | Buy |
13,037
+1,748
| +15% | +$89.6K | 0.24% | 57 |
|
|
2021
Q2 | $585K | Buy |
11,289
+51
| +0.5% | +$2.64K | 0.22% | 54 |
|
|
2021
Q1 | $576K | Buy |
+11,238
| New | +$576K | 0.25% | 54 |
|