Concourse Financial Group Securities’s VanEck Short Muni ETF SMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
7075
2024
Q4
Hold
0
7578
2024
Q3
Hold
0
7568
2024
Q2
Hold
0
7580
2024
Q1
Hold
0
7583
2023
Q4
Hold
0
7515
2023
Q3
Hold
0
7339
2023
Q2
Hold
0
7162
2023
Q1
Hold
0
6910
2022
Q4
Hold
0
6923
2022
Q3
Hold
0
6745
2022
Q2
Hold
0
6675
2022
Q1
Hold
0
6551
2021
Q4
Hold
0
6474
2021
Q3
Hold
0
6269
2021
Q2
Hold
0
6051
2021
Q1
Sell
-3,468
Closed -$63K 5843
2020
Q4
$63K Buy
+3,468
New +$63K ﹤0.01% 1075
2020
Q3
Hold
0
5459
2020
Q2
Hold
0
5323
2020
Q1
Hold
0
5270
2019
Q4
Hold
0
5195
2019
Q3
Hold
0
5015
2019
Q2
Hold
0
5112
2019
Q1
Hold
0
5038
2018
Q4
Hold
0
4927
2018
Q3
Hold
0
4729