GeoWealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-957
| Closed | -$49.7K | – | 1404 |
|
|
2024
Q4 | $49.7K | Sell |
957
-580
| -38% | -$30.1K | ﹤0.01% | 1165 |
|
|
2024
Q3 | $81.6K | Buy |
+1,537
| New | +$81.6K | ﹤0.01% | 943 |
|
|
2024
Q2 | – | Sell |
-10,222
| Closed | -$534K | – | 902 |
|
|
2024
Q1 | $534K | Buy |
+10,222
| New | +$534K | 0.02% | 420 |
|
|
2023
Q3 | – | Sell |
-696
| Closed | -$36K | – | 506 |
|
|
2023
Q2 | $36K | Sell |
696
-2,865
| -80% | -$148K | ﹤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% | -$400K | 0.05% | 147 |
|
|
2022
Q3 | $897K | Buy |
17,964
+3,621
| +25% | +$181K | 0.1% | 124 |
|
|
2022
Q2 | $772K | Sell |
14,343
-4,245
| -23% | -$228K | 0.1% | 121 |
|
|
2022
Q1 | $1.07M | Sell |
18,588
-2,574
| -12% | -$148K | 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% | +$4.69K | 0.11% | 142 |
|
|
2021
Q2 | $1.33M | Buy |
+20,858
| New | +$1.33M | 0.17% | 91 |
|
|
2021
Q1 | – | Sell |
-10,543
| Closed | -$649K | – | 216 |
|
|
2020
Q4 | $649K | Buy |
+10,543
| New | +$649K | 0.1% | 128 |
|