Exencial Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Buy	25,038 +1,538	+7%	+$78.4K	0.04%	270
2025 Q4	$1.2M	Sell	23,500 -389	-2%	-$19.8K	0.04%	272
2025 Q3	$1.22M	Buy	23,889 +3,990	+20%	+$199K	0.04%	261
2025 Q2	$999K	Sell	19,899 -2,609	-12%	-$130K	0.04%	285
2025 Q1	$1.15M	Sell	22,508 -83	-0.4%	-$4.3K	0.04%	268
2024 Q4	$1.17M	Buy	22,591 +452	+2%	+$23.6K	0.04%	267
2024 Q3	$1.17M	Sell	22,139 -3,098	-12%	-$162K	0.04%	261
2024 Q2	$1.3M	Buy	25,237 +1,949	+8%	+$101K	0.05%	247
2024 Q1	$1.22M	Buy	23,288 +343	+1%	+$17.7K	0.05%	252
2023 Q4	$1.18M	Buy	+22,945	New	+$1.14M	0.05%	243
2022 Q2	–	Sell	-4,772	Closed	-$274K	–	440
2022 Q1	$274K	Hold	4,772	–	–	0.01%	377
2021 Q4	$298K	Buy	+4,772	New	+$297K	0.01%	392
2021 Q3	–	Sell	-4,772	Closed	-$304K	–	375
2021 Q2	$304K	Buy	+4,772	New	+$300K	0.02%	377
2020 Q3	–	Sell	-4,772	Closed	-$283K	–	358
2020 Q2	$283K	Hold	4,772	–	–	0.02%	274
2020 Q1	$249K	Hold	4,772	–	–	0.04%	207
2019 Q4	$306K	Buy	+4,772	New	+$306K	0.05%	207