Clearview Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-80
Closed -$3.69K 369
2023
Q2
$3.69K Hold
80
﹤0.01% 460
2023
Q1
$3.72K Hold
80
﹤0.01% 460
2022
Q4
$3.65K Hold
80
﹤0.01% 427
2022
Q3
$3K Hold
80
﹤0.01% 458
2022
Q2
$4K Sell
80
-800
-91% -$40K ﹤0.01% 448
2022
Q1
$42K Sell
880
-625
-42% -$29.8K 0.03% 218
2021
Q4
$77K Sell
1,505
-180
-11% -$9.21K 0.05% 188
2021
Q3
$86K Buy
1,685
+180
+12% +$9.19K 0.05% 178
2021
Q2
$78K Sell
1,505
-200
-12% -$10.4K 0.05% 194
2021
Q1
$87K Buy
1,705
+200
+13% +$10.2K 0.06% 174
2020
Q4
$78K Buy
+1,505
New +$78K 0.05% 157