EWM
EPG Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,791
| Closed | -$64K | – | 423 |
|
|
2022
Q4 | $64K | Hold |
3,791
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $63K | Buy |
+3,791
| New | +$63K | 0.03% | 248 |
|
|
2022
Q2 | – | Sell |
-3,791
| Closed | -$65K | – | 371 |
|
|
2022
Q1 | $65K | Hold |
3,791
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $68K | Hold |
3,791
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $68K | Buy |
+3,791
| New | +$68K | 0.03% | 257 |
|
|
2020
Q2 | – | Sell |
-3,786
| Closed | -$66K | – | 661 |
|
|
2020
Q1 | $66K | Hold |
3,786
| – | – | 0.05% | 238 |
|
|
2019
Q4 | $67K | Buy |
+3,786
| New | +$67K | 0.05% | 194 |
|