GeoWealth Management’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
2025 Q1	–	Sell	-957	Closed	-$49.7K	–	1404
2024 Q4	$49.7K	Sell	957 -580	-38%	-$30.3K	﹤0.01%	1165
2024 Q3	$81.6K	Buy	+1,537	New	+$80.5K	﹤0.01%	943
2024 Q2	–	Sell	-10,222	Closed	-$534K	–	902
2024 Q1	$534K	Buy	+10,222	New	+$528K	0.02%	420
2023 Q3	–	Sell	-696	Closed	-$36K	–	506
2023 Q2	$36K	Sell	696 -2,865	-80%	-$147K	﹤0.01%	342
2023 Q1	$184K	Sell	3,561 -6,468	-64%	-$334K	0.02%	213
2022 Q4	$506K	Sell	10,029 -7,935	-44%	-$401K	0.05%	147
2022 Q3	$897K	Buy	17,964 +3,621	+25%	+$193K	0.1%	124
2022 Q2	$772K	Sell	14,343 -4,245	-23%	-$232K	0.1%	121
2022 Q1	$1.07M	Sell	18,588 -2,574	-12%	-$154K	0.09%	137
2021 Q4	$1.32M	Buy	21,162 +229	+1%	+$14.3K	0.11%	130
2021 Q3	$1.31M	Buy	20,933 +75	+0.4%	+$4.76K	0.11%	142
2021 Q2	$1.33M	Buy	+20,858	New	+$1.31M	0.17%	91
2021 Q1	–	Sell	-10,543	Closed	-$649K	–	216
2020 Q4	$649K	Buy	+10,543	New	+$637K	0.1%	128