Cerity Partners’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.95M | Buy |
228,882
+31,840
| +16% | +$550K | 0.01% | 915 |
|
2025
Q1 | $3.38M | Buy |
197,042
+4,390
| +2% | +$75.2K | 0.01% | 889 |
|
2024
Q4 | $3.29M | Buy |
192,652
+7,242
| +4% | +$124K | 0.01% | 885 |
|
2024
Q3 | $3.21M | Buy |
185,410
+35,785
| +24% | +$619K | 0.01% | 883 |
|
2024
Q2 | $2.54M | Buy |
149,625
+58,653
| +64% | +$997K | 0.01% | 817 |
|
2024
Q1 | $1.55M | Sell |
90,972
-341,781
| -79% | -$5.82M | ﹤0.01% | 1086 |
|
2023
Q4 | $7.4M | Buy |
432,753
+379,382
| +711% | +$6.48M | 0.02% | 429 |
|
2023
Q3 | $891K | Sell |
53,371
-3,505
| -6% | -$58.5K | ﹤0.01% | 783 |
|
2023
Q2 | $958K | Buy |
+56,876
| New | +$958K | ﹤0.01% | 938 |
|