Charter Oak Capital Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-2,610
Closed -$150K – 961
2022
Q1
$150K Buy
2,610
+320
+14% +$19.1K 0.02% 207
2021
Q4
$143K Buy
2,290
+359
+19% +$22.3K 0.02% 210
2021
Q3
$121K Buy
1,931
+1,518
+368% +$96.3K 0.02% 218
2021
Q2
$26K Buy
+413
New +$25.9K ﹤0.01% 405

Other funds holding HYD

Charter Oak Capital Management's HYD Position: Q2 2022 in Review

Charter Oak Capital Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 2,610 shares — an estimated $150K sold.

Charter Oak Capital Management first reported a position in HYD in Q2 2021 and held it in 4 quarters. The position peaked at $150K in Q1 2022. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

  • Charter Oak Capital Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,610 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $150K.
  • Charter Oak Capital Management first reported a position in VanEck High Yield Muni ETF in Q2 2021 and held it in 4 quarters.
  • Charter Oak Capital Management's VanEck High Yield Muni ETF position peaked at $150K in Q1 2022.
  • 282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.