JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Sell |
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|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $2.31K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $963 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $217K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Buy |
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