CCG Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

CCG Wealth Management’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
2020 Q2	–	Sell	-4,414	Closed	-$217K	–	65
2020 Q1	$217K	Sell	4,414 -937	-18%	-$46.9K	0.21%	56
2019 Q4	$269K	Hold	5,351	–	–	0.17%	71
2019 Q3	$269K	Hold	5,351	–	–	0.18%	67
2019 Q2	$266K	Hold	5,351	–	–	0.19%	62
2019 Q1	$261K	Hold	5,351	–	–	0.21%	56
2018 Q4	$254K	Buy	+5,351	New	+$249K	0.25%	54

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCG Wealth Management's ITM Position: Q2 2020 in Review

CCG Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2020, closing a stake of 4,414 shares — an estimated $217K sold.

CCG Wealth Management first reported a position in ITM in Q4 2018 and held it in 6 quarters. The position peaked at $269K in Q4 2019. 158 funds tracked by Wall St. Rank hold ITM as of Q2 2020.

CCG Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2020 after selling out during the quarter.
CCG Wealth Management sold 4,414 VanEck Intermediate Muni ETF shares in Q2 2020, an estimated $217K.
CCG Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 6 quarters.
CCG Wealth Management's VanEck Intermediate Muni ETF position peaked at $269K in Q4 2019.
158 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2020.

Based on CCG Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.