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

Litman Gregory 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
2020 Q4	–	Sell	-950	Closed	-$49K	–	209
2020 Q3	$49K	Buy	+950	New	+$48.9K	0.01%	98

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Litman Gregory Wealth Management's ITM Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 950 shares — an estimated $49K sold.

Litman Gregory Wealth Management first reported a position in ITM in Q3 2020 and held it in 1 quarter. The position peaked at $49K in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

Litman Gregory Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 950 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $49K.
Litman Gregory Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and held it in 1 quarter.
Litman Gregory Wealth Management's VanEck Intermediate Muni ETF position peaked at $49K in Q3 2020.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.