Dogwood Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Dogwood Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.5K	Hold	1,893	–	–	0.04%	113
2026 Q1	$94.9K	Hold	1,893	–	–	0.04%	116
2025 Q4	$96.8K	Sell	1,893 -48	-2%	-$2.45K	0.04%	108
2025 Q3	$98.8K	Hold	1,941	–	–	0.04%	106
2025 Q2	$96.9K	Buy	1,941 +30	+2%	+$1.5K	0.05%	99
2025 Q1	$97.8K	Hold	1,911	–	–	0.05%	100
2024 Q4	$99.2K	Hold	1,911	–	–	0.05%	100
2024 Q3	$101K	Buy	1,911 +14	+0.7%	+$733	0.06%	100
2024 Q2	$98K	Buy	1,897 +25	+1%	+$1.29K	0.06%	98
2024 Q1	$97.8K	Sell	1,872 -721	-28%	-$37.2K	0.07%	110
2023 Q4	$134K	Buy	+2,593	New	+$128K	0.1%	89

Other funds holding HYD

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return