Cerity Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.32M Sell
95,014
-3,372
-3% -$153K 0.01% 874
2025
Q1
$4.48M Sell
98,386
-3,122
-3% -$142K 0.01% 769
2024
Q4
$4.68M Sell
101,508
-2,689
-3% -$124K 0.01% 740
2024
Q3
$4.89M Buy
104,197
+217
+0.2% +$10.2K 0.01% 700
2024
Q2
$4.77M Sell
103,980
-2,362
-2% -$108K 0.01% 619
2024
Q1
$4.95M Sell
106,342
-22,836
-18% -$1.06M 0.01% 650
2023
Q4
$6.08M Sell
129,178
-26,127
-17% -$1.23M 0.02% 486
2023
Q3
$6.85M Buy
155,305
+134,896
+661% +$5.95M 0.03% 358
2023
Q2
$940K Buy
+20,409
New +$940K ﹤0.01% 944