GoalVest Advisory’s VanEck Long Muni ETF MLN Stock Holding History

GoalVest Advisory’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-707	Closed	-$13K	–	288
2022 Q2	$13K	Hold	707	–	–	0.01%	242
2022 Q1	$14K	Buy	+707	New	+$14.5K	0.01%	220
2021 Q2	$15K	Hold	707	–	–	0.01%	187
2021 Q1	$15K	Sell	707 -738	-51%	-$15.9K	0.01%	154
2020 Q4	$31K	Buy	+1,445	New	+$31K	0.03%	139

Other funds holding MLN

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GoalVest Advisory's MLN Position: Q3 2022 in Review

GoalVest Advisory sold out of VanEck Long Muni ETF (MLN) in Q3 2022, closing a stake of 707 shares — an estimated $13K sold.

GoalVest Advisory first reported a position in MLN in Q4 2020 and held it in 5 quarters. The position peaked at $31K in Q4 2020. 53 funds tracked by Wall St. Rank hold MLN as of Q3 2022.

GoalVest Advisory reported no remaining VanEck Long Muni ETF position as of Q3 2022 after selling out during the quarter.
GoalVest Advisory sold 707 VanEck Long Muni ETF shares in Q3 2022, an estimated $13K.
GoalVest Advisory first reported a position in VanEck Long Muni ETF in Q4 2020 and held it in 5 quarters.
GoalVest Advisory's VanEck Long Muni ETF position peaked at $31K in Q4 2020.
53 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.