Evermay Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Hold
2025
Q1
$162K Hold
2024
Q4
$162K Sell
2024
Q3
$248K Hold
2024
Q2
$243K Hold
2024
Q1
$244K Hold
2023
Q4
$245K Hold
2023
Q3
$239K Hold
2023
Q2
$241K Hold
2023
Q1
$243K Sell
2022
Q4
$341K Sell
2022
Q3
$388K Sell
2022
Q2
$411K Sell
2022
Q1
$1.13M Buy