Kovitz Investment Group Partners’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
2024
Q3
Sell
2024
Q2
$4.01M Sell
2024
Q1
$7.16M Buy
2023
Q4
$6.82M Sell
2023
Q3
$7.41M Buy
2023
Q2
$6.94M Buy
2023
Q1
$2.96M Sell
2022
Q4
$2.94M Buy
2022
Q3
$1.86M Buy
2022
Q2
$1.22M Buy
2022
Q1
$748K Sell
2021
Q4
$1.01M Buy
2021
Q3
$810K Hold
2021
Q2
$819K Sell
2021
Q1
$924K Sell
2020
Q4
$1.01M Sell
2020
Q3
$1.1M Hold
2020
Q2
$1.1M Sell
2020
Q1
$1.11M Sell
2019
Q4
$1.81M Buy
2019
Q3
$1.8M Buy
2019
Q2
$1.78M Buy
2019
Q1
$1.67M Buy