FWM
FFT Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,702
| Closed | -$351K | – | 102 |
|
|
2025
Q1 | $351K | Buy |
7,702
+34
| +0.4% | +$1.55K | 0.07% | 74 |
|
|
2024
Q4 | $353K | Buy |
7,668
+70
| +0.9% | +$3.23K | 0.03% | 119 |
|
|
2024
Q3 | $357K | Buy |
7,598
+51
| +0.7% | +$2.4K | 0.03% | 115 |
|
|
2024
Q2 | $346K | Buy |
7,547
+53
| +0.7% | +$2.43K | 0.03% | 107 |
|
|
2024
Q1 | $349K | Buy |
7,494
+48
| +0.6% | +$2.23K | 0.03% | 104 |
|
|
2023
Q4 | $350K | Buy |
7,446
+47
| +0.6% | +$2.21K | 0.03% | 77 |
|
|
2023
Q3 | $326K | Buy |
7,399
+45
| +0.6% | +$1.99K | 0.04% | 58 |
|
|
2023
Q2 | $339K | Buy |
7,354
+46
| +0.6% | +$2.12K | 0.04% | 59 |
|
|
2023
Q1 | $340K | Sell |
7,308
-506
| -6% | -$23.5K | 0.04% | 60 |
|
|
2022
Q4 | $356K | Buy |
7,814
+40
| +0.5% | +$1.82K | 0.05% | 50 |
|
|
2022
Q3 | $338K | Buy |
7,774
+39
| +0.5% | +$1.7K | 0.05% | 50 |
|
|
2022
Q2 | $353K | Buy |
7,735
+35
| +0.5% | +$1.6K | 0.04% | 36 |
|
|
2022
Q1 | $364K | Sell |
7,700
-1,992
| -21% | -$94.2K | 0.03% | 43 |
|
|
2021
Q4 | $497K | Buy |
9,692
+39
| +0.4% | +$2K | 0.04% | 36 |
|
|
2021
Q3 | $495K | Buy |
9,653
+40
| +0.4% | +$2.05K | 0.05% | 49 |
|
|
2021
Q2 | $498K | Sell |
9,613
-4,354
| -31% | -$226K | 0.11% | 24 |
|
|
2021
Q1 | $716K | Buy |
13,967
+55
| +0.4% | +$2.82K | 0.23% | 20 |
|
|
2020
Q4 | $724K | Sell |
13,912
-14,940
| -52% | -$777K | 0.25% | 21 |
|
|
2020
Q3 | $1.48M | Buy |
28,852
+58
| +0.2% | +$2.97K | 0.64% | 14 |
|
|
2020
Q2 | $1.47M | Buy |
28,794
+2,023
| +8% | +$103K | 0.44% | 20 |
|
|
2020
Q1 | $1.32M | Buy |
26,771
+838
| +3% | +$41.2K | 0.39% | 24 |
|
|
2019
Q4 | $1.3M | Buy |
25,933
+48
| +0.2% | +$2.41K | 0.34% | 25 |
|
|
2019
Q3 | $1.3M | Buy |
25,885
+48
| +0.2% | +$2.41K | 0.39% | 26 |
|
|
2019
Q2 | $1.29M | Buy |
25,837
+8,183
| +46% | +$407K | 0.49% | 23 |
|
|
2019
Q1 | $862K | Sell |
17,654
-225
| -1% | -$11K | 0.32% | 24 |
|
|
2018
Q4 | $849K | Buy |
17,879
+713
| +4% | +$33.9K | 0.37% | 24 |
|
|
2018
Q3 | $400K | Buy |
17,166
+958
| +6% | +$22.3K | 0.15% | 28 |
|
|
2018
Q2 | $382K | Buy |
16,208
+43
| +0.3% | +$1.01K | 0.14% | 29 |
|
|
2018
Q1 | $380K | Buy |
16,165
+40
| +0.2% | +$940 | 0.15% | 28 |
|
|
2017
Q4 | $388K | Buy |
16,125
+3,020
| +23% | +$72.7K | 0.15% | 28 |
|
|
2017
Q3 | $315K | Sell |
13,105
-2,943
| -18% | -$70.7K | 0.13% | 27 |
|
|
2017
Q2 | $384K | Buy |
16,048
+41
| +0.3% | +$981 | 0.12% | 59 |
|
|
2017
Q1 | $375K | Buy |
16,007
+34
| +0.2% | +$797 | 0.12% | 61 |
|
|
2016
Q4 | $370K | Buy |
+15,973
| New | +$370K | 0.09% | 60 |
|