Capital Advisors Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
47,486
+24,779
| +109% | +$560K | 0.17% | 68 |
|
|
2025
Q1 | $511K | Buy |
+22,707
| New | +$511K | 0.09% | 101 |
|
|
2024
Q4 | – | Sell |
-9,738
| Closed | -$221K | – | 182 |
|
|
2024
Q3 | $221K | Buy |
+9,738
| New | +$221K | 0.04% | 156 |
|
|
2023
Q4 | – | Sell |
-10,769
| Closed | -$233K | – | 152 |
|
|
2023
Q3 | $233K | Buy |
10,769
+957
| +10% | +$20.7K | 0.06% | 117 |
|
|
2023
Q2 | $219K | Buy |
9,812
+74
| +0.8% | +$1.65K | 0.06% | 123 |
|
|
2023
Q1 | $217K | Buy |
+9,738
| New | +$217K | 0.06% | 122 |
|
|
2022
Q1 | – | Sell |
-11,060
| Closed | -$278K | – | 133 |
|
|
2021
Q4 | $278K | Buy |
+11,060
| New | +$278K | 0.08% | 97 |
|