CreativeOne Wealth’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
2022 Q4	–	Sell	-5,703	Closed	-$248K	–	757
2022 Q3	$248K	Sell	5,703 -1,578	-22%	-$72.1K	0.01%	609
2022 Q2	$333K	Sell	7,281 -1,917	-21%	-$87.6K	0.02%	519
2022 Q1	$435K	Sell	9,198 -1,768	-16%	-$87.1K	0.02%	468
2021 Q4	$562K	Sell	10,966 -3,776	-26%	-$193K	0.03%	427
2021 Q3	$755K	Buy	14,742 +659	+5%	+$34.2K	0.04%	304
2021 Q2	$730K	Buy	14,083 +931	+7%	+$48.1K	0.05%	305
2021 Q1	$674K	Buy	13,152 +671	+5%	+$34.7K	0.05%	272
2020 Q4	$650K	Buy	12,481 +4,544	+57%	+$234K	0.05%	251
2020 Q3	$407K	Buy	7,937 +2,937	+59%	+$151K	0.06%	180
2020 Q2	$255K	Buy	5,000 +166	+3%	+$8.25K	0.04%	207
2020 Q1	$237K	Buy	+4,834	New	+$242K	0.05%	178