Everhart Financial Group’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 | $240K | Sell |
4,785
-862
| -15% | -$43.3K | 0.03% | 309 |
|
|
2025
Q1 | $289K | Sell |
5,647
-482
| -8% | -$24.7K | 0.04% | 280 |
|
|
2024
Q4 | $318K | Buy |
6,129
+112
| +2% | +$5.81K | 0.07% | 250 |
|
|
2024
Q3 | $319K | Sell |
6,017
-1,461
| -20% | -$77.5K | 0.07% | 255 |
|
|
2024
Q2 | $386K | Buy |
7,478
+346
| +5% | +$17.9K | 0.1% | 199 |
|
|
2024
Q1 | $373K | Buy |
7,132
+405
| +6% | +$21.2K | 0.11% | 190 |
|
|
2023
Q4 | $347K | Sell |
6,727
-2,302
| -25% | -$119K | 0.12% | 159 |
|
|
2023
Q3 | $443K | Sell |
9,029
-723
| -7% | -$35.5K | 0.19% | 105 |
|
|
2023
Q2 | $501K | Sell |
9,752
-595
| -6% | -$30.5K | 0.21% | 97 |
|
|
2023
Q1 | $535K | Buy |
10,347
+2,189
| +27% | +$113K | 0.24% | 83 |
|
|
2022
Q4 | $412K | Sell |
8,158
-3,814
| -32% | -$193K | 0.21% | 93 |
|
|
2022
Q3 | $598K | Buy |
11,972
+1,739
| +17% | +$86.9K | 0.33% | 60 |
|
|
2022
Q2 | $551K | Sell |
10,233
-4,714
| -32% | -$254K | 0.33% | 68 |
|
|
2022
Q1 | $858K | Sell |
14,947
-4,184
| -22% | -$240K | 0.5% | 43 |
|
|
2021
Q4 | $1.19M | Buy |
19,131
+1,382
| +8% | +$86.3K | 0.72% | 31 |
|
|
2021
Q3 | $1.11M | Sell |
17,749
-7,343
| -29% | -$459K | 0.76% | 31 |
|
|
2021
Q2 | $1.6M | Buy |
25,092
+9,327
| +59% | +$593K | 1.1% | 25 |
|
|
2021
Q1 | $980K | Buy |
15,765
+1,334
| +9% | +$82.9K | 0.86% | 29 |
|
|
2020
Q4 | $888K | Buy |
+14,431
| New | +$888K | 0.82% | 32 |
|