Global Retirement Partners’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
Q2
$78.4K Buy
+1,725
New +$78.4K ﹤0.01% 1540
2024
Q4
$71.4K Hold
1,549
﹤0.01% 1443
2024
Q3
$72.7K Sell
1,549
-3,000
-66% -$141K ﹤0.01% 1381
2024
Q2
$209K Sell
4,549
-105
-2% -$4.81K 0.01% 865
2024
Q1
$216K Sell
4,654
-490
-10% -$22.8K 0.01% 767
2023
Q4
$240K Buy
5,144
+2,590
+101% +$121K 0.01% 687
2023
Q3
$112K Sell
2,554
-760
-23% -$33.3K 0.01% 886
2023
Q2
$153K Hold
3,314
0.01% 794
2023
Q1
$154K Buy
+3,314
New +$154K 0.01% 770
2019
Q1
Sell
-572
Closed -$27K 1541
2018
Q4
$27K Hold
572
0.01% 659
2018
Q3
$27K Sell
572
-13
-2% -$614 0.01% 722
2018
Q2
$28K Hold
585
0.01% 695
2018
Q1
$28K Hold
585
0.01% 671
2017
Q4
$28K Buy
585
+214
+58% +$10.2K 0.01% 644
2017
Q3
$18K Buy
371
+243
+190% +$11.8K 0.01% 680
2017
Q2
$6K Buy
+128
New +$6K ﹤0.01% 903