GM
GeoWealth Management’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,444
| Closed | -$159K | – | 433 |
|
|
2022
Q4 | $159K | Sell |
9,444
-23,436
| -71% | -$395K | 0.02% | 259 |
|
|
2022
Q3 | $547K | Buy |
32,880
+9,587
| +41% | +$159K | 0.06% | 157 |
|
|
2022
Q2 | $398K | Sell |
23,293
-1,924
| -8% | -$32.9K | 0.05% | 180 |
|
|
2022
Q1 | $432K | Buy |
+25,217
| New | +$432K | 0.04% | 225 |
|