EWM
Empirical Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
137,433
+24,701
| +22% | +$1.24M | 0.16% | 108 |
|
|
2025
Q1 | $5.77M | Sell |
112,732
-6,186
| -5% | -$317K | 0.15% | 120 |
|
|
2024
Q4 | $6.17M | Sell |
118,918
-719
| -0.6% | -$37.3K | 0.17% | 106 |
|
|
2024
Q3 | $6.35M | Sell |
119,637
-4,432
| -4% | -$235K | 0.18% | 105 |
|
|
2024
Q2 | $6.41M | Buy |
124,069
+87
| +0.1% | +$4.49K | 0.19% | 97 |
|
|
2024
Q1 | $6.48M | Sell |
123,982
-3,827
| -3% | -$200K | 0.2% | 94 |
|
|
2023
Q4 | $6.6M | Buy |
127,809
+38,297
| +43% | +$1.98M | 0.22% | 90 |
|
|
2023
Q3 | $4.39M | Sell |
89,512
-15,629
| -15% | -$767K | 0.17% | 99 |
|
|
2023
Q2 | $5.4M | Sell |
105,141
-18,000
| -15% | -$924K | 0.22% | 91 |
|
|
2023
Q1 | $6.37M | Sell |
123,141
-11,425
| -8% | -$591K | 0.28% | 69 |
|
|
2022
Q4 | $6.8M | Sell |
134,566
-8,226
| -6% | -$416K | 0.32% | 63 |
|
|
2022
Q3 | $7.13M | Sell |
142,792
-25,035
| -15% | -$1.25M | 0.37% | 58 |
|
|
2022
Q2 | $9.04M | Buy |
167,827
+66,059
| +65% | +$3.56M | 0.47% | 43 |
|
|
2022
Q1 | $5.84M | Buy |
101,768
+10,036
| +11% | +$576K | 0.29% | 59 |
|
|
2021
Q4 | $5.73M | Sell |
91,732
-948
| -1% | -$59.2K | 0.29% | 62 |
|
|
2021
Q3 | $5.79M | Sell |
92,680
-2,526
| -3% | -$158K | 0.33% | 56 |
|
|
2021
Q2 | $6.06M | Buy |
95,206
+21,964
| +30% | +$1.4M | 0.37% | 50 |
|
|
2021
Q1 | $4.55M | Sell |
73,242
-24,130
| -25% | -$1.5M | 0.36% | 50 |
|
|
2020
Q4 | $5.99M | Sell |
97,372
-1,761
| -2% | -$108K | 0.46% | 40 |
|
|
2020
Q3 | $5.93M | Sell |
99,133
-2,363
| -2% | -$141K | 0.51% | 40 |
|
|
2020
Q2 | $6.02M | Sell |
101,496
-2,873
| -3% | -$170K | 0.56% | 34 |
|
|
2020
Q1 | $5.45M | Buy |
104,369
+71,641
| +219% | +$3.74M | 0.6% | 31 |
|
|
2019
Q4 | $2.1M | Sell |
32,728
-3,136
| -9% | -$201K | 0.23% | 68 |
|
|
2019
Q3 | $2.31M | Buy |
35,864
+31
| +0.1% | +$2K | 0.28% | 53 |
|
|
2019
Q2 | $2.29M | Sell |
35,833
-561
| -2% | -$35.8K | 0.3% | 52 |
|
|
2019
Q1 | $2.28M | Sell |
36,394
-50
| -0.1% | -$3.14K | 0.33% | 45 |
|
|
2018
Q4 | $2.23M | Sell |
36,444
-39,374
| -52% | -$2.4M | 0.38% | 41 |
|
|
2018
Q3 | $2.36M | Sell |
75,818
-1,975
| -3% | -$61.5K | 0.42% | 28 |
|
|
2018
Q2 | $2.45M | Sell |
77,793
-6,675
| -8% | -$210K | 0.46% | 28 |
|
|
2018
Q1 | $2.62M | Sell |
84,468
-24,161
| -22% | -$749K | 0.52% | 27 |
|
|
2017
Q4 | $3.39M | Buy |
108,629
+24,490
| +29% | +$764K | 0.73% | 20 |
|
|
2017
Q3 | $2.63M | Sell |
84,139
-85
| -0.1% | -$2.66K | 0.61% | 23 |
|
|
2017
Q2 | $2.6M | Sell |
84,224
-3,912
| -4% | -$121K | 0.63% | 20 |
|
|
2017
Q1 | $2.69M | Sell |
88,136
-17,955
| -17% | -$549K | 0.67% | 19 |
|
|
2016
Q4 | $3.15M | Buy |
106,091
+65,728
| +163% | +$1.95M | 0.77% | 18 |
|
|
2016
Q3 | $1.3M | Sell |
40,363
-200
| -0.5% | -$6.45K | 0.34% | 35 |
|
|
2016
Q2 | $1.31M | Buy |
40,563
+265
| +0.7% | +$8.57K | 0.34% | 37 |
|
|
2016
Q1 | $1.26M | Sell |
40,298
-748
| -2% | -$23.4K | 0.31% | 38 |
|
|
2015
Q4 | $1.27M | Buy |
41,046
+5,008
| +14% | +$155K | 0.31% | 44 |
|
|
2015
Q3 | $1.1M | Sell |
36,038
-11,129
| -24% | -$340K | 0.26% | 48 |
|
|
2015
Q2 | $1.41M | Buy |
47,167
+144
| +0.3% | +$4.31K | 0.33% | 40 |
|
|
2015
Q1 | $1.47M | Sell |
47,023
-1,246
| -3% | -$39.1K | 0.35% | 37 |
|
|
2014
Q4 | $1.49M | Sell |
48,269
-970
| -2% | -$29.9K | 0.36% | 37 |
|
|
2014
Q3 | $1.51M | Buy |
49,239
+178
| +0.4% | +$5.47K | 0.37% | 37 |
|
|
2014
Q2 | $1.48M | Sell |
49,061
-8,404
| -15% | -$254K | 0.37% | 38 |
|
|
2014
Q1 | $1.7M | Buy |
57,465
+661
| +1% | +$19.5K | 0.45% | 31 |
|
|
2013
Q4 | $1.61M | Sell |
56,804
-4,933
| -8% | -$139K | 0.45% | 28 |
|
|
2013
Q3 | $1.8M | Buy |
61,737
+1,464
| +2% | +$42.8K | 0.56% | 19 |
|
|
2013
Q2 | $1.84M | Buy |
+60,273
| New | +$1.84M | 0.61% | 18 |
|