Carson Wealth (CWM LLC)’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $897K | Sell |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $17.7M | Buy |
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|
2023
Q1 | $16.2M | Buy |
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $8.1M | Buy |
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|
2021
Q4 | $5.73M | Buy |
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|
2021
Q2 | $5.98M | Hold |
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|
2021
Q1 | $5.98M | Hold |
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|
2020
Q4 | $5.98M | Hold |
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|
2020
Q3 | $5.98M | Hold |
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|
2020
Q2 | $5.98M | Hold |
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|
2020
Q1 | $5.98M | Hold |
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|
2019
Q4 | $5.98M | Hold |
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|
2019
Q3 | $5.98M | Hold |
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|
2019
Q2 | $5.98M | Hold |
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|
2019
Q1 | $5.98M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $23K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $35K | Buy |
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