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Carolinas Wealth Consulting’s VanEck Intermediate Muni ETF ITM Stock Holding History

Carolinas Wealth Consulting’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
-4,688
Closed -$215K – 1077
2024
Q2 		$215K Hold
4,688
– – 0.04% 171
2024
Q1 		$218K Buy
+4,688
New +$218K 0.04% 163
2023
Q1 		– Sell
-478
Closed -$21.8K – 1091
2022
Q4 		$21.8K Buy
+478
New +$21.4K ﹤0.01% 482

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carolinas Wealth Consulting's ITM Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2024, closing a stake of 4,688 shares — an estimated $215K sold.

Carolinas Wealth Consulting first reported a position in ITM in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 164 funds tracked by Wall St. Rank hold ITM as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining VanEck Intermediate Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,688 VanEck Intermediate Muni ETF shares in Q3 2024, an estimated $215K.
  • Carolinas Wealth Consulting first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 3 quarters.
  • Carolinas Wealth Consulting's VanEck Intermediate Muni ETF position peaked at $218K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.