Cherry Tree Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
2025
Q1
$214K Hold
2024
Q4
$213K Sell
2024
Q3
$227K Sell
2024
Q2
$249K Sell
2024
Q1
$250K Sell
2023
Q4
$301K Sell
2023
Q3
$405K Sell
2023
Q2
$469K Buy