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
2026 Q1	$230K	Buy	4,961 +23	+0.5%	+$1.09K	0.03%	199
2025 Q4	$233K	Buy	4,938 +48	+1%	+$2.26K	0.03%	203
2025 Q3	$228K	Sell	4,890 -4,517	-48%	-$207K	0.03%	199
2025 Q2	$428K	Sell	9,407 -301	-3%	-$13.6K	0.07%	127
2025 Q1	$442K	Sell	9,708 -73	-0.7%	-$3.36K	0.08%	113
2024 Q4	$451K	Buy	9,781 +89	+0.9%	+$4.12K	0.08%	103
2024 Q3	$455K	Buy	9,692 +66	+0.7%	+$3.07K	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%	+$2.89K	0.09%	93
2023 Q4	$447K	Buy	9,498 +59	+0.6%	+$2.66K	0.1%	87
2023 Q3	$416K	Buy	9,439 +58	+0.6%	+$2.64K	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%	+$2.08K	0.1%	88
2022 Q4	$364K	Buy	7,982 +40	+0.5%	+$1.79K	0.11%	86
2022 Q3	$346K	Sell	7,942 -1,588	-17%	-$72.6K	0.11%	86
2022 Q2	$435K	Sell	9,530 -1,951	-17%	-$89.2K	0.14%	73
2022 Q1	$543K	Buy	11,481 +46	+0.4%	+$2.27K	0.17%	64
2021 Q4	$586K	Sell	11,435 -1,602	-12%	-$82K	0.18%	62
2021 Q3	$668K	Buy	13,037 +1,748	+15%	+$90.7K	0.24%	57
2021 Q2	$585K	Buy	11,289 +51	+0.5%	+$2.64K	0.22%	54
2021 Q1	$576K	Buy	+11,238	New	+$581K	0.25%	54