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