CAWM
Capital Advisors Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Sell |
70,561
-33,605
| -32% | -$568K | 0.19% | 66 |
|
2025
Q1 | $1.81M | Buy |
104,166
+17,652
| +20% | +$307K | 0.32% | 51 |
|
2024
Q4 | $1.55M | Buy |
86,514
+8,949
| +12% | +$160K | 0.28% | 54 |
|
2024
Q3 | $1.42M | Buy |
77,565
+36,121
| +87% | +$661K | 0.26% | 53 |
|
2024
Q2 | $740K | Buy |
41,444
+2,253
| +6% | +$40.2K | 0.15% | 67 |
|
2024
Q1 | $706K | Buy |
39,191
+15,225
| +64% | +$274K | 0.15% | 70 |
|
2023
Q4 | $437K | Buy |
+23,966
| New | +$437K | 0.1% | 90 |
|