IFP Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.5K Sell
802
-914
-53% -$41.6K ﹤0.01% 2214
2025
Q1
$78.1K Sell
1,716
-109
-6% -$4.96K ﹤0.01% 1668
2024
Q4
$84.1K Hold
1,825
﹤0.01% 1559
2024
Q3
$85.7K Sell
1,825
-100
-5% -$4.7K ﹤0.01% 1478
2024
Q2
$88.2K Hold
1,925
﹤0.01% 1419
2024
Q1
$89.5K Hold
1,925
﹤0.01% 1340
2023
Q4
$90.5K Hold
1,925
﹤0.01% 1291
2023
Q3
$84.9K Buy
1,925
+209
+12% +$9.22K ﹤0.01% 1339
2023
Q2
$79.1K Sell
1,716
-720
-30% -$33.2K ﹤0.01% 1422
2023
Q1
$113K Sell
2,436
-4,466
-65% -$207K ﹤0.01% 1197
2022
Q4
$320K Sell
6,902
-2,096
-23% -$97.2K 0.01% 1109
2022
Q3
$418K Buy
8,998
+10
+0.1% +$465 0.01% 1012
2022
Q2
$417K Hold
8,988
0.01% 917
2022
Q1
$417K Buy
8,988
+1,651
+23% +$76.6K 0.01% 917
2021
Q4
$376K Sell
7,337
-631
-8% -$32.3K 0.01% 690
2021
Q3
$409K Sell
7,968
-988
-11% -$50.7K 0.01% 629
2021
Q2
$464K Buy
8,956
+12
+0.1% +$622 0.01% 567
2021
Q1
$459K Sell
8,944
-179
-2% -$9.19K 0.01% 550
2020
Q4
$474K Sell
9,123
-185
-2% -$9.61K 0.02% 526
2020
Q3
$477K Sell
9,308
-46
-0.5% -$2.36K 0.03% 441
2020
Q2
$477K Sell
9,354
-5,319
-36% -$271K 0.04% 427
2020
Q1
$730K Buy
14,673
+484
+3% +$24.1K 0.07% 269
2019
Q4
$714K Buy
14,189
+4,939
+53% +$249K 0.05% 356
2019
Q3
$465K Buy
+9,250
New +$465K 0.03% 512
2019
Q1
$381K Sell
7,816
-2,341
-23% -$114K 0.05% 337
2018
Q4
$483K Buy
10,157
+157
+2% +$7.47K 0.03% 567
2018
Q3
$466K Sell
10,000
-199
-2% -$9.27K 0.02% 693
2018
Q2
$481K Buy
10,199
+886
+10% +$41.8K 0.02% 673
2018
Q1
$448K Hold
9,313
0.02% 664
2017
Q4
$448K Buy
9,313
+1,718
+23% +$82.6K 0.02% 661
2017
Q3
$365K Sell
7,595
-1,526
-17% -$73.3K 0.01% 826
2017
Q2
$436K Buy
9,121
+2,732
+43% +$131K 0.02% 733
2017
Q1
$300K Sell
6,389
-524
-8% -$24.6K 0.01% 903
2016
Q4
$321K Sell
6,913
-22
-0.3% -$1.02K 0.02% 824
2016
Q3
$341K Buy
6,935
+1,340
+24% +$65.9K 0.02% 743
2016
Q2
$278K Buy
5,595
+1,687
+43% +$83.8K 0.02% 821
2016
Q1
$381K Buy
3,908
+796
+26% +$77.6K 0.05% 337
2015
Q4
$149K Buy
+3,112
New +$149K 0.01% 971