Darwin Wealth Management’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
2024 Q4	–	Sell	-1,136	Closed	-$53.3K	–	674
2024 Q3	$53.3K	Buy	+1,136	New	+$52.8K	0.01%	230
2022 Q3	–	Sell	-5,276	Closed	-$247K	–	156
2022 Q2	$247K	Buy	5,276 +14	+0.3%	+$640	0.05%	146
2022 Q1	$249K	Sell	5,262 -34	-0.6%	-$1.68K	0.04%	152
2021 Q4	$268K	Sell	5,296 -784	-13%	-$40.1K	0.04%	152
2021 Q3	$312K	Sell	6,080 -9	-0.1%	-$467	0.05%	139
2021 Q2	$316K	Buy	6,089 +13	+0.2%	+$672	0.05%	141
2021 Q1	$311K	Sell	6,076 -1,272	-17%	-$65.7K	0.05%	135
2020 Q4	$382K	Sell	7,348 -1,158	-14%	-$59.6K	0.07%	123
2020 Q3	$436K	Sell	8,506 -1,619	-16%	-$83.4K	0.09%	107
2020 Q2	$515K	Sell	10,125 -4,567	-31%	-$227K	0.13%	98
2020 Q1	$721K	Buy	14,692 +52	+0.4%	+$2.6K	0.23%	73
2019 Q4	$735K	Buy	14,640 +44	+0.3%	+$2.21K	0.2%	94
2019 Q3	$734K	Buy	14,596 +43	+0.3%	+$2.17K	0.22%	89
2019 Q2	$724K	Buy	14,553 +1,066	+8%	+$52.5K	0.22%	90
2019 Q1	$658K	Sell	13,487 -1,072	-7%	-$51.4K	0.22%	89
2018 Q4	$690K	Buy	14,559 +30	+0.2%	+$1.4K	0.48%	44
2018 Q3	$682K	Buy	14,529 +33	+0.2%	+$1.55K	0.38%	51
2018 Q2	$684K	Buy	14,496 +32	+0.2%	+$1.5K	0.44%	48
2018 Q1	$680K	Buy	14,464 +149	+1%	+$7.03K	0.49%	44
2017 Q4	$690K	Buy	14,315 +1,272	+10%	+$61.2K	0.3%	79
2017 Q3	$627K	Sell	13,043 -60	-0.5%	-$2.9K	0.61%	42
2017 Q2	$627K	Sell	13,103 -2,039	-13%	-$97.2K	0.35%	85
2017 Q1	$710K	Sell	15,142 -2,733	-15%	-$128K	0.41%	70
2016 Q4	$829K	Sell	17,875 -2,446	-12%	-$116K	0.56%	58
2016 Q3	$999K	Sell	20,321 -291	-1%	-$14.4K	0.77%	53
2016 Q2	$1.02M	Buy	+20,612	New	+$1.01M	0.87%	50