Goodwin Investment Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$716K	Sell	15,431 -7,685	-33%	-$363K	0.85%	15
2025 Q4	$1.09M	Sell	23,116 -7	-0%	-$329	1.2%	11
2025 Q3	$1.08M	Sell	23,123 -49	-0.2%	-$2.24K	1.16%	12
2025 Q2	$1.05M	Sell	23,172 -1,507	-6%	-$68K	1.22%	13
2025 Q1	$1.12M	Sell	24,679 -28,828	-54%	-$1.33M	1.74%	10
2024 Q4	$2.47M	Sell	53,507 -288	-0.5%	-$13.3K	1.29%	12
2024 Q3	$2.53M	Sell	53,795 -3,176,042	-98%	-$148M	1.09%	11
2024 Q2	$2.68M	Buy	3,229,837 +3,168,311	+5,150%	+$145M	1.23%	10
2024 Q1	$2.86M	Sell	61,526 -1,924	-3%	-$89.7K	1.35%	10
2023 Q4	$2.98M	Buy	63,450 +10,834	+21%	+$488K	1.55%	10
2023 Q3	$2.32M	Buy	52,616 +24,617	+88%	+$1.12M	1.37%	9
2023 Q2	$1.29M	Sell	27,999 -440	-2%	-$20.3K	0.75%	12
2023 Q1	$1.32M	Buy	28,439 +429	+2%	+$19.8K	0.86%	12
2022 Q4	$1.28M	Sell	28,010 -9,905	-26%	-$443K	0.91%	12
2022 Q3	$1.65M	Buy	37,915 +20,229	+114%	+$925K	1.25%	16
2022 Q2	$808K	Sell	17,686 -35,098	-66%	-$1.6M	0.62%	18
2022 Q1	$2.5M	Buy	+52,784	New	+$2.6M	1.71%	11