Creative Planning’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 | $297K | Sell |
6,525
-263
| -4% | -$12K | ﹤0.01% | 2891 |
|
|
2025
Q1 | $309K | Buy |
6,788
+83
| +1% | +$3.78K | ﹤0.01% | 2722 |
|
|
2024
Q4 | $309K | Sell |
6,705
-6,563
| -49% | -$303K | ﹤0.01% | 2632 |
|
|
2024
Q3 | $623K | Sell |
13,268
-5,233
| -28% | -$246K | ﹤0.01% | 1916 |
|
|
2024
Q2 | $848K | Buy |
18,501
+4,079
| +28% | +$187K | ﹤0.01% | 1534 |
|
|
2024
Q1 | $671K | Buy |
14,422
+234
| +2% | +$10.9K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $667K | Buy |
14,188
+30
| +0.2% | +$1.41K | ﹤0.01% | 1495 |
|
|
2023
Q3 | $624K | Sell |
14,158
-5,392
| -28% | -$238K | ﹤0.01% | 1419 |
|
|
2023
Q2 | $901K | Buy |
19,550
+3,529
| +22% | +$163K | ﹤0.01% | 1180 |
|
|
2023
Q1 | $744K | Sell |
16,021
-342
| -2% | -$15.9K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $746K | Buy |
16,363
+390
| +2% | +$17.8K | ﹤0.01% | 1182 |
|
|
2022
Q3 | $695K | Buy |
15,973
+492
| +3% | +$21.4K | ﹤0.01% | 1132 |
|
|
2022
Q2 | $707K | Sell |
15,481
-2,676
| -15% | -$122K | ﹤0.01% | 1126 |
|
|
2022
Q1 | $859K | Sell |
18,157
-1,960
| -10% | -$92.7K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $1.03M | Buy |
20,117
+33
| +0.2% | +$1.69K | ﹤0.01% | 949 |
|
|
2021
Q3 | $1.03M | Buy |
20,084
+2,154
| +12% | +$110K | ﹤0.01% | 935 |
|
|
2021
Q2 | $929K | Sell |
17,930
-3,554
| -17% | -$184K | ﹤0.01% | 957 |
|
|
2021
Q1 | $1.1M | Sell |
21,484
-632
| -3% | -$32.4K | ﹤0.01% | 965 |
|
|
2020
Q4 | $1.15M | Buy |
22,116
+7,466
| +51% | +$389K | ﹤0.01% | 871 |
|
|
2020
Q3 | $751K | Buy |
14,650
+752
| +5% | +$38.6K | ﹤0.01% | 918 |
|
|
2020
Q2 | $708K | Sell |
13,898
-2,562
| -16% | -$131K | ﹤0.01% | 871 |
|
|
2020
Q1 | $809K | Sell |
16,460
-3,485
| -17% | -$171K | ﹤0.01% | 727 |
|
|
2019
Q4 | $1M | Buy |
19,945
+1,503
| +8% | +$75.5K | ﹤0.01% | 784 |
|
|
2019
Q3 | $928K | Buy |
18,442
+1
| +0% | +$50 | ﹤0.01% | 785 |
|
|
2019
Q2 | $917K | Buy |
18,441
+5,630
| +44% | +$280K | ﹤0.01% | 785 |
|
|
2019
Q1 | $625K | Buy |
12,811
+850
| +7% | +$41.5K | ﹤0.01% | 924 |
|
|
2018
Q4 | $568K | Sell |
11,961
-1,252
| -9% | -$59.5K | ﹤0.01% | 891 |
|
|
2018
Q3 | $616K | Buy |
13,213
+2,251
| +21% | +$105K | ﹤0.01% | 966 |
|
|
2018
Q2 | $517K | Sell |
10,962
-375
| -3% | -$17.7K | ﹤0.01% | 1041 |
|
|
2018
Q1 | $534K | Sell |
11,337
-28
| -0.2% | -$1.32K | ﹤0.01% | 1039 |
|
|
2017
Q4 | $547K | Buy |
11,365
+3,580
| +46% | +$172K | ﹤0.01% | 1016 |
|
|
2017
Q3 | $374K | Buy |
7,785
+4
| +0.1% | +$192 | ﹤0.01% | 1189 |
|
|
2017
Q2 | $372K | Buy |
7,781
+1,327
| +21% | +$63.4K | ﹤0.01% | 1159 |
|
|
2017
Q1 | $303K | Buy |
6,454
+2
| +0% | +$94 | ﹤0.01% | 1244 |
|
|
2016
Q4 | $299K | Buy |
6,452
+271
| +4% | +$12.6K | ﹤0.01% | 1182 |
|
|
2016
Q3 | $304K | Buy |
6,181
+5,906
| +2,148% | +$290K | ﹤0.01% | 1169 |
|
|
2016
Q2 | $14K | Sell |
275
-1,424
| -84% | -$72.5K | ﹤0.01% | 2986 |
|
|
2016
Q1 | $82K | Sell |
1,699
-273
| -14% | -$13.2K | ﹤0.01% | 1741 |
|
|
2015
Q4 | $95K | Buy |
1,972
+493
| +33% | +$23.8K | ﹤0.01% | 1648 |
|
|
2015
Q3 | $70K | Buy |
+1,479
| New | +$70K | ﹤0.01% | 1803 |
|
|
2015
Q2 | – | Sell |
-1,404
| Closed | -$67K | – | 1953 |
|
|
2015
Q1 | $67K | Sell |
1,404
-643
| -31% | -$30.7K | ﹤0.01% | 1797 |
|
|
2014
Q4 | $97K | Buy |
2,047
+735
| +56% | +$34.8K | ﹤0.01% | 1552 |
|
|
2014
Q3 | $62K | Buy |
1,312
+500
| +62% | +$23.6K | ﹤0.01% | 1759 |
|
|
2014
Q2 | $38K | Sell |
812
-2,109
| -72% | -$98.7K | ﹤0.01% | 2033 |
|
|
2014
Q1 | $133K | Buy |
2,921
+25
| +0.9% | +$1.14K | ﹤0.01% | 1216 |
|
|
2013
Q4 | $127K | Buy |
2,896
+226
| +8% | +$9.91K | ﹤0.01% | 1068 |
|
|
2013
Q3 | $119K | Hold |
2,670
| – | – | ﹤0.01% | 1014 |
|
|
2013
Q2 | $118K | Buy |
+2,670
| New | +$118K | ﹤0.01% | 898 |
|