ERTS Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,128
| Closed | -$365K | – | 49 |
|
|
2025
Q1 | $365K | Sell |
7,128
-3,407
| -32% | -$174K | 0.07% | 57 |
|
|
2024
Q4 | $547K | Sell |
10,535
-666
| -6% | -$34.6K | 0.1% | 47 |
|
|
2024
Q3 | $594K | Sell |
11,201
-96
| -0.8% | -$5.1K | 0.11% | 44 |
|
|
2024
Q2 | $583K | Sell |
11,297
-736
| -6% | -$38K | 0.12% | 42 |
|
|
2024
Q1 | $629K | Buy |
12,033
+645
| +6% | +$33.7K | 0.13% | 40 |
|
|
2023
Q4 | $588K | Sell |
11,388
-11,870
| -51% | -$613K | 0.13% | 37 |
|
|
2023
Q3 | $1.14M | Buy |
23,258
+6,424
| +38% | +$315K | 0.27% | 25 |
|
|
2023
Q2 | $864K | Buy |
16,834
+458
| +3% | +$23.5K | 0.2% | 33 |
|
|
2023
Q1 | $847K | Sell |
16,376
-17,459
| -52% | -$903K | 0.21% | 33 |
|
|
2022
Q4 | $1.71M | Sell |
33,835
-3,229
| -9% | -$163K | 0.44% | 24 |
|
|
2022
Q3 | $1.85M | Buy |
37,064
+12,362
| +50% | +$617K | 0.52% | 20 |
|
|
2022
Q2 | $1.33M | Sell |
24,702
-9,100
| -27% | -$490K | 0.38% | 23 |
|
|
2022
Q1 | $1.94M | Sell |
33,802
-12,430
| -27% | -$713K | 0.54% | 17 |
|
|
2021
Q4 | $2.89M | Sell |
46,232
-3,689
| -7% | -$230K | 0.69% | 17 |
|
|
2021
Q3 | $3.12M | Sell |
49,921
-17,390
| -26% | -$1.09M | 0.82% | 17 |
|
|
2021
Q2 | $4.28M | Sell |
67,311
-62,791
| -48% | -$3.99M | 1.16% | 14 |
|
|
2021
Q1 | $8.09M | Sell |
130,102
-10,005
| -7% | -$622K | 2.4% | 13 |
|
|
2020
Q4 | $8.62M | Buy |
140,107
+26,757
| +24% | +$1.65M | 2.8% | 13 |
|
|
2020
Q3 | $6.78M | Buy |
113,350
+7,326
| +7% | +$438K | 2.55% | 15 |
|
|
2020
Q2 | $6.29M | Buy |
106,024
+18,448
| +21% | +$1.09M | 2.54% | 15 |
|
|
2020
Q1 | $4.58M | Buy |
87,576
+80,129
| +1,076% | +$4.19M | 2.22% | 15 |
|
|
2019
Q4 | $477K | Buy |
+7,447
| New | +$477K | 0.21% | 46 |
|