EWM
Empirical Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
15,874
-8,400
| -35% | -$382K | 0.02% | 356 |
|
|
2025
Q1 | $1.1M | Hold |
24,274
| – | – | 0.03% | 284 |
|
|
2024
Q4 | $1.12M | Hold |
24,274
| – | – | 0.03% | 264 |
|
|
2024
Q3 | $1.14M | Hold |
24,274
| – | – | 0.03% | 251 |
|
|
2024
Q2 | $1.11M | Hold |
24,274
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $1.13M | Hold |
24,274
| – | – | 0.03% | 247 |
|
|
2023
Q4 | $1.14M | Buy |
24,274
+5,863
| +32% | +$276K | 0.04% | 226 |
|
|
2023
Q3 | $812K | Hold |
18,411
| – | – | 0.03% | 247 |
|
|
2023
Q2 | $848K | Sell |
18,411
-5,955
| -24% | -$274K | 0.03% | 246 |
|
|
2023
Q1 | $1.13M | Sell |
24,366
-7,590
| -24% | -$353K | 0.05% | 199 |
|
|
2022
Q4 | $1.46M | Buy |
31,956
+4,705
| +17% | +$215K | 0.07% | 163 |
|
|
2022
Q3 | $1.19M | Buy |
27,251
+5,455
| +25% | +$237K | 0.06% | 183 |
|
|
2022
Q2 | $995K | Sell |
21,796
-3,160
| -13% | -$144K | 0.05% | 199 |
|
|
2022
Q1 | $1.18M | Hold |
24,956
| – | – | 0.06% | 188 |
|
|
2021
Q4 | $1.28M | Hold |
24,956
| – | – | 0.06% | 176 |
|
|
2021
Q3 | $1.28M | Hold |
24,956
| – | – | 0.07% | 161 |
|
|
2021
Q2 | $1.29M | Buy |
24,956
+5,448
| +28% | +$282K | 0.08% | 157 |
|
|
2021
Q1 | $1M | Sell |
19,508
-5,448
| -22% | -$279K | 0.08% | 155 |
|
|
2020
Q4 | $1.3M | Hold |
24,956
| – | – | 0.1% | 131 |
|
|
2020
Q3 | $1.28M | Sell |
24,956
-100
| -0.4% | -$5.13K | 0.11% | 124 |
|
|
2020
Q2 | $1.28M | Hold |
25,056
| – | – | 0.12% | 111 |
|
|
2020
Q1 | $1.23M | Buy |
25,056
+4,455
| +22% | +$219K | 0.13% | 101 |
|
|
2019
Q4 | $1.04M | Sell |
20,601
-400
| -2% | -$20.1K | 0.11% | 118 |
|
|
2019
Q3 | $1.06M | Hold |
21,001
| – | – | 0.13% | 111 |
|
|
2019
Q2 | $1.05M | Hold |
21,001
| – | – | 0.14% | 97 |
|
|
2019
Q1 | $1.03M | Hold |
21,001
| – | – | 0.15% | 85 |
|
|
2018
Q4 | $997K | Sell |
21,001
-21,005
| -50% | -$997K | 0.17% | 73 |
|
|
2018
Q3 | $979K | Sell |
42,006
-300
| -0.7% | -$6.99K | 0.17% | 70 |
|
|
2018
Q2 | $997K | Hold |
42,306
| – | – | 0.19% | 66 |
|
|
2018
Q1 | $995K | Hold |
42,306
| – | – | 0.2% | 58 |
|
|
2017
Q4 | $1.02M | Hold |
42,306
| – | – | 0.22% | 50 |
|
|
2017
Q3 | $1.02M | Hold |
42,306
| – | – | 0.23% | 51 |
|
|
2017
Q2 | $1.01M | Hold |
42,306
| – | – | 0.25% | 49 |
|
|
2017
Q1 | $992K | Sell |
42,306
-3,040
| -7% | -$71.3K | 0.25% | 47 |
|
|
2016
Q4 | $1.05M | Sell |
45,346
-190
| -0.4% | -$4.41K | 0.26% | 49 |
|
|
2016
Q3 | $1.12M | Sell |
45,536
-500
| -1% | -$12.3K | 0.29% | 37 |
|
|
2016
Q2 | $1.14M | Hold |
46,036
| – | – | 0.3% | 40 |
|
|
2016
Q1 | $1.12M | Sell |
46,036
-11,619
| -20% | -$281K | 0.27% | 46 |
|
|
2015
Q4 | $1.38M | Sell |
57,655
-650
| -1% | -$15.6K | 0.34% | 37 |
|
|
2015
Q3 | $1.38M | Sell |
58,305
-1,305
| -2% | -$30.8K | 0.33% | 42 |
|
|
2015
Q2 | $1.38M | Sell |
59,610
-792
| -1% | -$18.4K | 0.32% | 42 |
|
|
2015
Q1 | $1.44M | Sell |
60,402
-676
| -1% | -$16.1K | 0.34% | 40 |
|
|
2014
Q4 | $1.45M | Buy |
61,078
+24
| +0% | +$568 | 0.35% | 39 |
|
|
2014
Q3 | $1.43M | Buy |
61,054
+24
| +0% | +$563 | 0.35% | 41 |
|
|
2014
Q2 | $1.42M | Buy |
61,030
+25
| +0% | +$581 | 0.35% | 39 |
|
|
2014
Q1 | $1.39M | Buy |
61,005
+25
| +0% | +$569 | 0.37% | 39 |
|
|
2013
Q4 | $1.34M | Buy |
60,980
+26
| +0% | +$572 | 0.38% | 36 |
|
|
2013
Q3 | $1.36M | Buy |
60,954
+18,319
| +43% | +$409K | 0.43% | 27 |
|
|
2013
Q2 | $940K | Buy |
+42,635
| New | +$940K | 0.31% | 32 |
|