Laidlaw Wealth Management’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
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