CWM
Collaborative Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,469
| Closed | -$229K | – | 184 |
|
|
2025
Q1 | $229K | Sell |
4,469
-225
| -5% | -$11.5K | 0.11% | 151 |
|
|
2024
Q4 | $244K | Sell |
4,694
-2,587
| -36% | -$134K | 0.11% | 151 |
|
|
2024
Q3 | $386K | Buy |
7,281
+1,347
| +23% | +$71.5K | 0.17% | 110 |
|
|
2024
Q2 | $307K | Buy |
5,934
+32
| +0.5% | +$1.65K | 0.15% | 120 |
|
|
2024
Q1 | $308K | Sell |
5,902
-260
| -4% | -$13.6K | 0.15% | 119 |
|
|
2023
Q4 | $318K | Sell |
6,162
-2,195
| -26% | -$113K | 0.17% | 114 |
|
|
2023
Q3 | $410K | Sell |
8,357
-6,341
| -43% | -$311K | 0.24% | 93 |
|
|
2023
Q2 | $755K | Buy |
14,698
+368
| +3% | +$18.9K | 0.45% | 58 |
|
|
2023
Q1 | $741K | Buy |
14,330
+20
| +0.1% | +$1.04K | 0.47% | 60 |
|
|
2022
Q4 | $723K | Buy |
14,310
+546
| +4% | +$27.6K | 0.48% | 64 |
|
|
2022
Q3 | $687K | Buy |
13,764
+24
| +0.2% | +$1.2K | 0.49% | 63 |
|
|
2022
Q2 | $740K | Buy |
+13,740
| New | +$740K | 0.49% | 65 |
|
|
2021
Q4 | $823K | Buy |
+13,188
| New | +$823K | 0.45% | 71 |
|
|
2021
Q1 | $783K | Buy |
+13,638
| New | +$783K | 0.45% | 72 |
|