EverSource Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
11,352
-15,219
| -57% | -$764K | 0.03% | 408 |
|
|
2025
Q1 | $1.36M | Buy |
26,571
+3,622
| +16% | +$185K | 0.07% | 200 |
|
|
2024
Q4 | $1.19M | Sell |
22,949
-2,203
| -9% | -$114K | 0.07% | 217 |
|
|
2024
Q3 | $1.33M | Buy |
25,152
+1,657
| +7% | +$87.9K | 0.08% | 181 |
|
|
2024
Q2 | $1.24M | Buy |
23,495
+251
| +1% | +$13.2K | 0.08% | 187 |
|
|
2024
Q1 | $1.19M | Buy |
23,244
+10,970
| +89% | +$562K | 0.09% | 162 |
|
|
2023
Q4 | $634K | Sell |
12,274
-210
| -2% | -$10.8K | 0.06% | 216 |
|
|
2023
Q3 | $613K | Sell |
12,484
-3,417
| -21% | -$168K | 0.07% | 206 |
|
|
2023
Q2 | $816K | Sell |
15,901
-7,327
| -32% | -$376K | 0.09% | 175 |
|
|
2023
Q1 | $1.2M | Buy |
+23,228
| New | +$1.2M | 0.15% | 124 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$57K | – | 1786 |
|
|
2022
Q1 | $57K | Hold |
1,000
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $62K | Buy |
+1,000
| New | +$62K | 0.02% | 385 |
|