Laidlaw Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Laidlaw Wealth Management’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,358	Closed	-$369K	–	253
2023 Q3	$369K	Hold	8,358	–	–	0.12%	181
2023 Q2	$385K	Hold	8,358	–	–	0.08%	224
2023 Q1	$388K	Hold	8,358	–	–	0.08%	229
2022 Q4	$381K	Buy	8,358 +137	+2%	+$6.13K	0.08%	227
2022 Q3	$358K	Buy	8,221 +250	+3%	+$11.4K	0.08%	213
2022 Q2	$364K	Hold	7,971	–	–	0.07%	236
2022 Q1	$377K	Hold	7,971	–	–	0.06%	263
2021 Q4	$409K	Hold	7,971	–	–	0.07%	256
2021 Q3	$408K	Hold	7,971	–	–	0.1%	168
2021 Q2	$413K	Hold	7,971	–	–	0.11%	168
2021 Q1	$409K	Hold	7,971	–	–	0.14%	142
2020 Q4	$415K	Hold	7,971	–	–	0.09%	217
2020 Q3	$409K	Hold	7,971	–	–	0.18%	124
2020 Q2	$406K	Hold	7,971	–	–	0.21%	110
2020 Q1	$392K	Hold	7,971	–	–	0.26%	99
2019 Q4	$400K	Buy	+7,971	New	+$400K	0.25%	103

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Laidlaw Wealth Management's ITM Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 8,358 shares — an estimated $369K sold.

Laidlaw Wealth Management first reported a position in ITM in Q4 2019 and held it in 16 quarters. The position peaked at $415K in Q4 2020. 182 funds tracked by Wall St. Rank hold ITM as of Q4 2023.

Laidlaw Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 8,358 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $369K.
Laidlaw Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 16 quarters.
Laidlaw Wealth Management's VanEck Intermediate Muni ETF position peaked at $415K in Q4 2020.
182 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.