FOCUS Wealth Advisors’s VanEck Long Muni ETF MLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $923K | Buy |
54,628
+1,415
| +3% | +$23.9K | 0.48% | 39 |
|
2025
Q1 | $925K | Buy |
53,213
+5,441
| +11% | +$94.6K | 0.51% | 37 |
|
2024
Q4 | $854K | Sell |
47,772
-2,389
| -5% | -$42.7K | 0.45% | 37 |
|
2024
Q3 | $918K | Hold |
50,161
| – | – | 0.46% | 38 |
|
2024
Q2 | $896K | Buy |
50,161
+1,855
| +4% | +$33.1K | 0.46% | 38 |
|
2024
Q1 | $870K | Buy |
48,306
+21,525
| +80% | +$388K | 0.47% | 38 |
|
2023
Q4 | $489K | Sell |
26,781
-5,338
| -17% | -$97.4K | 0.31% | 42 |
|
2023
Q3 | $537K | Hold |
32,119
| – | – | 0.37% | 40 |
|
2023
Q2 | $577K | Hold |
32,119
| – | – | 0.39% | 39 |
|
2023
Q1 | $578K | Sell |
32,119
-355
| -1% | -$6.39K | 0.38% | 39 |
|
2022
Q4 | $567K | Sell |
32,474
-65
| -0.2% | -$1.14K | 0.39% | 37 |
|
2022
Q3 | $541K | Hold |
32,539
| – | – | 0.38% | 37 |
|
2022
Q2 | $575K | Buy |
32,539
+945
| +3% | +$16.7K | 0.39% | 33 |
|
2022
Q1 | $613K | Buy |
31,594
+4,565
| +17% | +$88.6K | 0.37% | 33 |
|
2021
Q4 | $585K | Buy |
27,029
+1,855
| +7% | +$40.1K | 0.35% | 33 |
|
2021
Q3 | $542K | Buy |
25,174
+545
| +2% | +$11.7K | 0.37% | 33 |
|
2021
Q2 | $540K | Sell |
24,629
-2,370
| -9% | -$52K | 0.38% | 33 |
|
2021
Q1 | $578K | Hold |
26,999
| – | – | 0.43% | 32 |
|
2020
Q4 | $586K | Buy |
+26,999
| New | +$586K | 0.45% | 31 |
|