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 |
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2025
Q1 | $162K | Hold |
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2024
Q4 | $162K | Sell |
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2024
Q3 | $248K | Hold |
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2024
Q2 | $243K | Hold |
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2024
Q1 | $244K | Hold |
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2023
Q4 | $245K | Hold |
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2023
Q3 | $239K | Hold |
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2023
Q2 | $241K | Hold |
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2023
Q1 | $243K | Sell |
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2022
Q4 | $341K | Sell |
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2022
Q3 | $388K | Sell |
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2022
Q2 | $411K | Sell |
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2022
Q1 | $1.13M | Buy |
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