Forvis Mazars Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,070
| Closed | -$239K | – | 441 |
|
|
2024
Q2 | $239K | Sell |
14,070
-3,964
| -22% | -$67.4K | 0.01% | 378 |
|
|
2024
Q1 | $307K | Sell |
18,034
-24,346
| -57% | -$414K | 0.01% | 346 |
|
|
2023
Q4 | $724K | Sell |
42,380
-9,913
| -19% | -$169K | 0.02% | 235 |
|
|
2023
Q3 | $873K | Sell |
52,293
-45,699
| -47% | -$763K | 0.03% | 217 |
|
|
2023
Q2 | $1.65M | Sell |
97,992
-25,450
| -21% | -$428K | 0.05% | 179 |
|
|
2023
Q1 | $2.1M | Sell |
123,442
-10,459
| -8% | -$178K | 0.07% | 145 |
|
|
2022
Q4 | $2.26M | Buy |
133,901
+18,268
| +16% | +$308K | 0.08% | 133 |
|
|
2022
Q3 | $1.92M | Buy |
115,633
+22,691
| +24% | +$377K | 0.08% | 142 |
|
|
2022
Q2 | $1.59M | Buy |
+92,942
| New | +$1.59M | 0.06% | 147 |
|