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Dixon Hughes Goodman Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$225K Buy
13,131
+1,705
+15% +$29.8K 0.06% 159
2021
Q4 		$205K Buy
+11,426
New +$205K 0.07% 149

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SMB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its VanEck Short Muni ETF (SMB) stake by 15% in Q1 2022, buying an estimated $29.8K and bringing the position to 13,131 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #159.

Dixon Hughes Goodman Wealth Advisors first reported a position in SMB in Q4 2021 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold SMB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 13,131 shares of VanEck Short Muni ETF worth $225K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,705 VanEck Short Muni ETF shares in Q1 2022, an estimated $29.8K.
  • VanEck Short Muni ETF made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #159 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in VanEck Short Muni ETF in Q4 2021 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.