GeoWealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$196K	Buy	11,244 +360	+3%	+$6.32K	0.01%	732
2025 Q4	$191K	Buy	10,884 +231	+2%	+$4.07K	0.01%	680
2025 Q3	$186K	Buy	+10,653	New	+$180K	0.01%	700
2025 Q1	–	Sell	-3,229	Closed	-$57.7K	–	1520
2024 Q4	$57.7K	Buy	+3,229	New	+$58.1K	﹤0.01%	1117
2023 Q1	–	Sell	-9,771	Closed	-$171K	–	418
2022 Q4	$171K	Sell	9,771 -541	-5%	-$9.26K	0.02%	258
2022 Q3	$172K	Sell	10,312 -10,369	-50%	-$185K	0.02%	248
2022 Q2	$365K	Sell	20,681 -840	-4%	-$15.2K	0.05%	193
2022 Q1	$417K	Buy	21,521 +1,243	+6%	+$25.5K	0.04%	227
2021 Q4	$439K	Sell	20,278 -20,292	-50%	-$438K	0.04%	223
2021 Q3	$873K	Sell	40,570 -29,704	-42%	-$650K	0.07%	166
2021 Q2	$1.54M	Buy	+70,274	New	+$1.53M	0.19%	87
2021 Q1	–	Sell	-34,465	Closed	-$748K	–	228
2020 Q4	$748K	Buy	+34,465	New	+$740K	0.12%	121