Clearstead Advisors’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	$3.62M	Sell	79,534 -8,418	-10%	-$383K	0.05%	230
2025 Q1	$4M	Buy	87,952 +4,099	+5%	+$187K	0.06%	201
2024 Q4	$3.87M	Sell	83,853 -15,205	-15%	-$701K	0.06%	206
2024 Q3	$4.65M	Buy	99,058 +11,163	+13%	+$524K	0.07%	192
2024 Q2	$4.03M	Buy	+87,895	New	+$4.03M	0.07%	197