FWA
FOCUS Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Buy |
156,012
+3,790
| +2% | +$172K | 3.69% | 6 |
|
|
2025
Q1 | $6.93M | Sell |
152,222
-1,285
| -0.8% | -$58.5K | 3.83% | 6 |
|
|
2024
Q4 | $7.08M | Sell |
153,507
-6,238
| -4% | -$288K | 3.75% | 6 |
|
|
2024
Q3 | $7.5M | Hold |
159,745
| – | – | 3.74% | 6 |
|
|
2024
Q2 | $7.32M | Buy |
159,745
+13,170
| +9% | +$604K | 3.76% | 6 |
|
|
2024
Q1 | $6.82M | Buy |
146,575
+65,840
| +82% | +$3.06M | 3.65% | 6 |
|
|
2023
Q4 | $3.8M | Sell |
80,735
-21,446
| -21% | -$1.01M | 2.4% | 11 |
|
|
2023
Q3 | $4.51M | Hold |
102,181
| – | – | 3.13% | 6 |
|
|
2023
Q2 | $4.71M | Sell |
102,181
-435
| -0.4% | -$20K | 3.18% | 7 |
|
|
2023
Q1 | $4.77M | Sell |
102,616
-785
| -0.8% | -$36.5K | 3.13% | 5 |
|
|
2022
Q4 | $4.72M | Hold |
103,401
| – | – | 3.26% | 7 |
|
|
2022
Q3 | $4.5M | Sell |
103,401
-560
| -0.5% | -$24.4K | 3.19% | 8 |
|
|
2022
Q2 | $4.75M | Buy |
103,961
+2,566
| +3% | +$117K | 3.25% | 7 |
|
|
2022
Q1 | $4.8M | Buy |
101,395
+3,867
| +4% | +$183K | 2.86% | 10 |
|
|
2021
Q4 | $5M | Buy |
97,528
+20,800
| +27% | +$1.07M | 2.99% | 6 |
|
|
2021
Q3 | $3.93M | Buy |
76,728
+1,710
| +2% | +$87.6K | 2.66% | 6 |
|
|
2021
Q2 | $3.89M | Sell |
75,018
-6,199
| -8% | -$321K | 2.71% | 6 |
|
|
2021
Q1 | $4.16M | Hold |
81,217
| – | – | 3.06% | 6 |
|
|
2020
Q4 | $4.23M | Buy |
+81,217
| New | +$4.23M | 3.26% | 6 |
|