EWM
Evermay Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Hold |
9,472
| – | – | 0.02% | 212 |
|
|
2025
Q1 | $162K | Hold |
9,472
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $162K | Sell |
9,472
-4,851
| -34% | -$82.9K | 0.02% | 215 |
|
|
2024
Q3 | $248K | Hold |
14,323
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $243K | Hold |
14,323
| – | – | 0.04% | 179 |
|
|
2024
Q1 | $244K | Hold |
14,323
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $245K | Hold |
14,323
| – | – | 0.05% | 166 |
|
|
2023
Q3 | $239K | Hold |
14,323
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $241K | Hold |
14,323
| – | – | 0.05% | 157 |
|
|
2023
Q1 | $243K | Sell |
14,323
-5,853
| -29% | -$99.5K | 0.05% | 155 |
|
|
2022
Q4 | $341K | Sell |
20,176
-3,127
| -13% | -$52.8K | 0.07% | 123 |
|
|
2022
Q3 | $388K | Sell |
23,303
-741
| -3% | -$12.3K | 0.08% | 111 |
|
|
2022
Q2 | $411K | Sell |
24,044
-42,218
| -64% | -$722K | 0.08% | 105 |
|
|
2022
Q1 | $1.13M | Buy |
+66,262
| New | +$1.13M | 0.19% | 57 |
|