CTWM
Cherry Tree Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Sell |
10,628
-1,844
| -15% | -$31.8K | 0.04% | 163 |
|
|
2025
Q1 | $214K | Hold |
12,472
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $213K | Sell |
12,472
-669
| -5% | -$11.4K | 0.05% | 153 |
|
|
2024
Q3 | $227K | Sell |
13,141
-1,516
| -10% | -$26.2K | 0.05% | 154 |
|
|
2024
Q2 | $249K | Sell |
14,657
-31
| -0.2% | -$527 | 0.06% | 147 |
|
|
2024
Q1 | $250K | Sell |
14,688
-2,930
| -17% | -$49.9K | 0.06% | 147 |
|
|
2023
Q4 | $301K | Sell |
17,618
-6,636
| -27% | -$113K | 0.08% | 126 |
|
|
2023
Q3 | $405K | Sell |
24,254
-3,590
| -13% | -$59.9K | 0.12% | 91 |
|
|
2023
Q2 | $469K | Buy |
+27,844
| New | +$469K | 0.14% | 87 |
|