GIA
Goodwin Investment Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
23,172
-1,507
| -6% | -$68.5K | 1.22% | 13 |
|
|
2025
Q1 | $1.12M | Sell |
24,679
-28,828
| -54% | -$1.31M | 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% | -$149M | 1.09% | 11 |
|
|
2024
Q2 | $2.68M | Buy |
3,229,837
+3,168,311
| +5,150% | +$2.63M | 1.23% | 10 |
|
|
2024
Q1 | $2.86M | Sell |
61,526
-1,924
| -3% | -$89.5K | 1.35% | 10 |
|
|
2023
Q4 | $2.98M | Buy |
63,450
+10,834
| +21% | +$510K | 1.55% | 10 |
|
|
2023
Q3 | $2.32M | Buy |
52,616
+24,617
| +88% | +$1.09M | 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% | +$19.9K | 0.86% | 12 |
|
|
2022
Q4 | $1.28M | Sell |
28,010
-9,905
| -26% | -$452K | 0.91% | 12 |
|
|
2022
Q3 | $1.65M | Buy |
37,915
+20,229
| +114% | +$881K | 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 | +$2.5M | 1.71% | 11 |
|