GeoWealth Management’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
Q1 | – | Sell |
-3,229
| Closed | -$57.7K | – | 1520 |
|
2024
Q4 | $57.7K | Buy |
+3,229
| New | +$57.7K | ﹤0.01% | 1117 |
|
2023
Q1 | – | Sell |
-9,771
| Closed | -$171K | – | 418 |
|
2022
Q4 | $171K | Sell |
9,771
-541
| -5% | -$9.47K | 0.02% | 258 |
|
2022
Q3 | $172K | Sell |
10,312
-10,369
| -50% | -$173K | 0.02% | 248 |
|
2022
Q2 | $365K | Sell |
20,681
-840
| -4% | -$14.8K | 0.05% | 193 |
|
2022
Q1 | $417K | Buy |
21,521
+1,243
| +6% | +$24.1K | 0.04% | 227 |
|
2021
Q4 | $439K | Sell |
20,278
-20,292
| -50% | -$439K | 0.04% | 223 |
|
2021
Q3 | $873K | Sell |
40,570
-29,704
| -42% | -$639K | 0.07% | 166 |
|
2021
Q2 | $1.54M | Buy |
+70,274
| New | +$1.54M | 0.19% | 87 |
|
2021
Q1 | – | Sell |
-34,465
| Closed | -$748K | – | 228 |
|
2020
Q4 | $748K | Buy |
+34,465
| New | +$748K | 0.12% | 121 |
|