GeoWealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-437
| Closed | -$20.1K | – | 1445 |
|
|
2024
Q4 | $20.1K | Hold |
437
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q3 | $20.5K | Buy |
+437
| New | +$20.5K | ﹤0.01% | 1274 |
|
|
2023
Q2 | – | Sell |
-3,955
| Closed | -$184K | – | 457 |
|
|
2023
Q1 | $184K | Sell |
3,955
-7,936
| -67% | -$369K | 0.02% | 214 |
|
|
2022
Q4 | $542K | Sell |
11,891
-17,962
| -60% | -$819K | 0.06% | 142 |
|
|
2022
Q3 | $1.3M | Sell |
29,853
-3,635
| -11% | -$158K | 0.14% | 103 |
|
|
2022
Q2 | $1.53M | Buy |
33,488
+2,147
| +7% | +$98.1K | 0.2% | 87 |
|
|
2022
Q1 | $1.48M | Sell |
31,341
-2,846
| -8% | -$135K | 0.13% | 121 |
|
|
2021
Q4 | $1.75M | Buy |
34,187
+8,572
| +33% | +$440K | 0.14% | 109 |
|
|
2021
Q3 | $1.31M | Buy |
25,615
+202
| +0.8% | +$10.4K | 0.11% | 141 |
|
|
2021
Q2 | $1.32M | Buy |
+25,413
| New | +$1.32M | 0.17% | 92 |
|
|
2021
Q1 | – | Sell |
-12,358
| Closed | -$643K | – | 221 |
|
|
2020
Q4 | $643K | Buy |
+12,358
| New | +$643K | 0.1% | 129 |
|