Gradient Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
9,802
+889
+10% +$40.4K 0.01% 296
2025
Q1
$406K Buy
8,913
+392
+5% +$17.8K 0.01% 264
2024
Q4
$393K Sell
8,521
-818
-9% -$37.7K 0.01% 250
2024
Q3
$438K Buy
9,339
+385
+4% +$18.1K 0.01% 242
2024
Q2
$410K Buy
8,954
+104
+1% +$4.77K 0.01% 255
2024
Q1
$412K Buy
8,850
+104
+1% +$4.84K 0.01% 242
2023
Q4
$411K Sell
8,746
-104
-1% -$4.89K 0.01% 277
2023
Q3
$390K Buy
8,850
+1,899
+27% +$83.7K 0.01% 253
2023
Q2
$320K Sell
6,951
-955
-12% -$44K 0.01% 278
2023
Q1
$367K Buy
7,906
+100
+1% +$4.65K 0.01% 251
2022
Q4
$356K Sell
7,806
-3,222
-29% -$147K 0.01% 259
2022
Q3
$480K Buy
+11,028
New +$480K 0.01% 210
2019
Q4
Sell
-123
Closed -$6K 1159
2019
Q3
$6K Buy
+123
New +$6K ﹤0.01% 775
2016
Q4
Sell
-503
Closed -$25K 760
2016
Q3
$25K Hold
503
﹤0.01% 332
2016
Q2
$25K Buy
503
+1
+0.2% +$50 ﹤0.01% 325
2016
Q1
$24K Buy
+502
New +$24K ﹤0.01% 340