Carson Wealth (CWM LLC)’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76K | Hold |
4,384
| – | – | ﹤0.01% | 2944 |
|
|
2025
Q1 | $75K | Hold |
4,384
| – | – | ﹤0.01% | 2665 |
|
|
2024
Q4 | $75K | Hold |
4,384
| – | – | ﹤0.01% | 2478 |
|
|
2024
Q3 | $76K | Hold |
4,384
| – | – | ﹤0.01% | 2370 |
|
|
2024
Q2 | $75K | Hold |
4,384
| – | – | ﹤0.01% | 2180 |
|
|
2024
Q1 | $75K | Hold |
4,384
| – | – | ﹤0.01% | 2042 |
|
|
2023
Q4 | $75K | Buy |
+4,384
| New | +$75K | ﹤0.01% | 1929 |
|
|
2019
Q1 | – | Sell |
-2,722
| Closed | -$47K | – | 3212 |
|
|
2018
Q4 | $47K | Buy |
2,722
+2,613
| +2,397% | +$45.1K | ﹤0.01% | 889 |
|
|
2018
Q3 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 1556 |
|