Creative Planning’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $447K | Buy |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $901K | Buy |
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|
2023
Q1 | $744K | Sell |
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|
2022
Q4 | $746K | Buy |
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|
2022
Q3 | $695K | Buy |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $929K | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $751K | Buy |
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|
2020
Q2 | $708K | Sell |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $928K | Buy |
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|
2019
Q2 | $917K | Buy |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $568K | Sell |
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|
2018
Q3 | $616K | Buy |
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|
2018
Q2 | $517K | Sell |
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|
2018
Q1 | $534K | Sell |
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|
2017
Q4 | $547K | Buy |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $372K | Buy |
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|
2017
Q1 | $303K | Buy |
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|
2016
Q4 | $299K | Buy |
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|
2016
Q3 | $304K | Buy |
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|
2016
Q2 | $14K | Sell |
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|
2016
Q1 | $82K | Sell |
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|
2015
Q4 | $95K | Buy |
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|
2015
Q3 | $70K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $67K | Sell |
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|
2014
Q4 | $97K | Buy |
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|
2014
Q3 | $62K | Buy |
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|
2014
Q2 | $38K | Sell |
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|
2014
Q1 | $133K | Buy |
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|
2013
Q4 | $127K | Buy |
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|
2013
Q3 | $119K | Hold |
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|
2013
Q2 | $118K | Buy |
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