LifePlan Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$84K Sell
1,646
-144
-8% -$7.35K 0.04% 204
2020
Q2
$91K Sell
1,790
-431
-19% -$21.9K 0.04% 187
2020
Q1
$109K Hold
2,221
0.06% 155
2019
Q4
$112K Sell
2,221
-786
-26% -$39.6K 0.05% 173
2019
Q3
$151K Hold
3,007
0.07% 148
2019
Q2
$150K Buy
3,007
+490
+19% +$24.4K 0.07% 143
2019
Q1
$123K Buy
2,517
+1,867
+287% +$91.2K 0.07% 167
2018
Q4
$31K Hold
650
0.02% 285
2018
Q3
$30K Hold
650
0.02% 294
2018
Q2
$31K Hold
650
0.02% 280
2018
Q1
$31K Buy
+650
New +$31K 0.02% 272