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 |
|