Carson Wealth (CWM LLC)’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Buy |
185,416
+1,971
| +1% | +$99K | 0.03% | 407 |
|
|
2025
Q1 | $9.39M | Buy |
183,445
+5,006
| +3% | +$256K | 0.04% | 364 |
|
|
2024
Q4 | $9.26M | Sell |
178,439
-11,249
| -6% | -$584K | 0.04% | 335 |
|
|
2024
Q3 | $10.1M | Sell |
189,688
-10,130
| -5% | -$538K | 0.04% | 307 |
|
|
2024
Q2 | $10.3M | Sell |
199,818
-18,248
| -8% | -$943K | 0.05% | 286 |
|
|
2024
Q1 | $11.4M | Sell |
218,066
-3,616
| -2% | -$189K | 0.06% | 273 |
|
|
2023
Q4 | $11.4M | Sell |
221,682
-47,734
| -18% | -$2.46M | 0.06% | 254 |
|
|
2023
Q3 | $13.2M | Buy |
269,416
+3,391
| +1% | +$166K | 0.08% | 201 |
|
|
2023
Q2 | $13.7M | Buy |
266,025
+21,815
| +9% | +$1.12M | 0.08% | 195 |
|
|
2023
Q1 | $12.6M | Buy |
244,210
+19,061
| +8% | +$986K | 0.09% | 195 |
|
|
2022
Q4 | $11.4M | Sell |
225,149
-2,484
| -1% | -$126K | 0.08% | 190 |
|
|
2022
Q3 | $11.4M | Buy |
227,633
+28,986
| +15% | +$1.45M | 0.09% | 179 |
|
|
2022
Q2 | $10.7M | Buy |
198,647
+27,744
| +16% | +$1.49M | 0.08% | 190 |
|
|
2022
Q1 | $9.81M | Buy |
170,903
+39,663
| +30% | +$2.28M | 0.07% | 207 |
|
|
2021
Q4 | $8.19M | Buy |
+131,240
| New | +$8.19M | 0.06% | 236 |
|
|
2021
Q2 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2021
Q1 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2020
Q4 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2020
Q3 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2020
Q2 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2020
Q1 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2019
Q4 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2019
Q3 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2019
Q2 | $6.04M | Hold |
94,979
| – | – | 0.05% | 265 |
|
|
2019
Q1 | $6.04M | Buy |
94,979
+91,630
| +2,736% | +$5.83M | 0.05% | 265 |
|
|
2018
Q4 | $204K | Sell |
3,349
-428
| -11% | -$26.1K | 0.01% | 596 |
|
|
2018
Q3 | $235K | Sell |
3,777
-21
| -0.6% | -$1.31K | 0.01% | 491 |
|
|
2018
Q2 | $239K | Sell |
3,798
-2,813
| -43% | -$177K | 0.01% | 397 |
|
|
2018
Q1 | $410K | Buy |
6,611
+4,479
| +210% | +$278K | 0.02% | 300 |
|
|
2017
Q4 | $133K | Buy |
2,132
+1,866
| +702% | +$116K | 0.01% | 391 |
|
|
2017
Q3 | $17K | Sell |
266
-42,047
| -99% | -$2.69M | ﹤0.01% | 745 |
|
|
2017
Q2 | $2.62M | Buy |
42,313
+38,299
| +954% | +$2.37M | 0.13% | 121 |
|
|
2017
Q1 | $245K | Buy |
+4,014
| New | +$245K | 0.01% | 278 |
|
|
2016
Q2 | – | Sell |
-41,766
| Closed | -$2.62M | – | 822 |
|
|
2016
Q1 | $2.62M | Buy |
41,766
+3,430
| +9% | +$215K | 0.23% | 120 |
|
|
2015
Q4 | $2.37M | Buy |
38,336
+11,624
| +44% | +$718K | 0.23% | 117 |
|
|
2015
Q3 | $1.63M | Sell |
26,712
-297
| -1% | -$18.2K | 0.16% | 129 |
|
|
2015
Q2 | $1.62M | Sell |
27,009
-1,083
| -4% | -$64.8K | 0.15% | 126 |
|
|
2015
Q1 | $1.76M | Sell |
28,092
-1,525
| -5% | -$95.6K | 0.18% | 125 |
|
|
2014
Q4 | $1.83M | Buy |
+29,617
| New | +$1.83M | 0.22% | 124 |
|