Capital Analysts LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

Capital Analysts LLC’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-559	Closed	-$26K	–	1336
2024 Q2	$26K	Buy	559 +4	+0.7%	+$184	﹤0.01%	816
2024 Q1	$26K	Buy	555 +3	+0.5%	+$140	﹤0.01%	774
2023 Q4	$26K	Sell	552 -367	-40%	-$16.5K	﹤0.01%	770
2023 Q3	$40K	Buy	919 +2	+0.2%	+$91	﹤0.01%	657
2023 Q2	$42K	Sell	917 -64	-7%	-$2.95K	﹤0.01%	616
2023 Q1	$45K	Buy	981 +3	+0.3%	+$138	﹤0.01%	614
2022 Q4	$45K	Sell	978 -436	-31%	-$19.5K	﹤0.01%	640
2022 Q3	$61K	Buy	1,414 +5	+0.4%	+$229	﹤0.01%	533
2022 Q2	$64K	Sell	1,409 -64,470	-98%	-$2.95M	﹤0.01%	512
2022 Q1	$3.12M	Sell	65,879 -4,477	-6%	-$221K	0.2%	109
2021 Q4	$3.61M	Buy	70,356 +12,058	+21%	+$617K	0.22%	92
2021 Q3	$2.99M	Buy	58,298 +2,182	+4%	+$113K	0.2%	103
2021 Q2	$2.91M	Sell	56,116 -3,977	-7%	-$206K	0.2%	108
2021 Q1	$3.08M	Buy	60,093 +2,341	+4%	+$121K	0.21%	99
2020 Q4	$3M	Buy	57,752 +2,529	+5%	+$130K	0.26%	80
2020 Q3	$2.83M	Sell	55,223 -1,315	-2%	-$67.7K	0.27%	79
2020 Q2	$2.88M	Buy	56,538 +8,236	+17%	+$409K	0.3%	77
2020 Q1	$2.37M	Buy	48,302 +5,886	+14%	+$295K	0.29%	77
2019 Q4	$2.13M	Buy	42,416 +2,478	+6%	+$124K	0.21%	89
2019 Q3	$2.01M	Sell	39,938 -1,487	-4%	-$74.9K	0.21%	89
2019 Q2	$2.06M	Buy	41,425 +3,470	+9%	+$171K	0.22%	87
2019 Q1	$1.85M	Sell	37,955 -1,517	-4%	-$72.8K	0.21%	88
2018 Q4	$1.87M	Buy	39,472 +1,596	+4%	+$74.3K	0.25%	81
2018 Q3	$1.77M	Buy	37,876 +3,385	+10%	+$159K	0.2%	90
2018 Q2	$1.63M	Buy	34,491 +5,494	+19%	+$258K	0.19%	91
2018 Q1	$1.36M	Sell	28,997 -183	-0.6%	-$8.64K	0.17%	93
2017 Q4	$1.41M	Buy	29,180 +3,997	+16%	+$192K	0.18%	94
2017 Q3	$1.21M	Buy	25,183 +4,642	+23%	+$224K	0.16%	100
2017 Q2	$983K	Buy	20,541 +2,045	+11%	+$97.5K	0.14%	119
2017 Q1	$867K	Buy	+18,496	New	+$864K	0.14%	111