Cyndeo Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.55M Sell
90,596
-6,492
-7% -$326K 0.27% 101
2025
Q1
$4.97M Sell
97,088
-18,694
-16% -$957K 0.33% 91
2024
Q4
$6.01M Buy
115,782
+6,761
+6% +$351K 0.41% 78
2024
Q3
$5.79M Buy
109,021
+14,541
+15% +$772K 0.4% 78
2024
Q2
$4.88M Sell
94,480
-9,898
-9% -$511K 0.38% 77
2024
Q1
$5.45M Buy
104,378
+1,610
+2% +$84.1K 0.45% 67
2023
Q4
$5.31M Sell
102,768
-42,523
-29% -$2.2M 0.49% 59
2023
Q3
$7.13M Sell
145,291
-11,882
-8% -$583K 0.74% 33
2023
Q2
$8.07M Buy
157,173
+6,048
+4% +$311K 0.84% 25
2023
Q1
$7.82M Buy
151,125
+140,786
+1,362% +$7.28M 0.84% 24
2022
Q4
$523K Buy
+10,339
New +$523K 0.06% 210