LPL Financial’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.64M | Buy |
558,498
+54,337
| +11% | +$938K | ﹤0.01% | 1751 |
|
2025
Q1 | $8.64M | Sell |
504,161
-49,481
| -9% | -$848K | ﹤0.01% | 1703 |
|
2024
Q4 | $9.46M | Sell |
553,642
-97,359
| -15% | -$1.66M | ﹤0.01% | 1585 |
|
2024
Q3 | $11.3M | Buy |
651,001
+81,458
| +14% | +$1.41M | 0.01% | 1386 |
|
2024
Q2 | $9.68M | Buy |
569,543
+27,640
| +5% | +$470K | ﹤0.01% | 1400 |
|
2024
Q1 | $9.22M | Sell |
541,903
-37,213
| -6% | -$633K | 0.01% | 1388 |
|
2023
Q4 | $9.9M | Buy |
579,116
+226,013
| +64% | +$3.86M | 0.01% | 1261 |
|
2023
Q3 | $5.89M | Sell |
353,103
-24,223
| -6% | -$404K | ﹤0.01% | 1499 |
|
2023
Q2 | $6.35M | Sell |
377,326
-12,863
| -3% | -$217K | ﹤0.01% | 1436 |
|
2023
Q1 | $6.63M | Sell |
390,189
-226,078
| -37% | -$3.84M | 0.01% | 1334 |
|
2022
Q4 | $10.4M | Sell |
616,267
-134,395
| -18% | -$2.27M | 0.01% | 1003 |
|
2022
Q3 | $12.5M | Buy |
750,662
+4,431
| +0.6% | +$73.7K | 0.01% | 846 |
|
2022
Q2 | $12.8M | Sell |
746,231
-210,849
| -22% | -$3.61M | 0.01% | 841 |
|
2022
Q1 | $16.4M | Buy |
957,080
+396,473
| +71% | +$6.78M | 0.01% | 754 |
|
2021
Q4 | $10M | Buy |
560,607
+14,922
| +3% | +$267K | 0.01% | 1014 |
|
2021
Q3 | $9.82M | Buy |
545,685
+41,730
| +8% | +$751K | 0.01% | 978 |
|
2021
Q2 | $9.1M | Buy |
503,955
+12,975
| +3% | +$234K | 0.01% | 963 |
|
2021
Q1 | $8.85M | Buy |
490,980
+134,838
| +38% | +$2.43M | 0.01% | 887 |
|
2020
Q4 | $6.45M | Buy |
356,142
+50,839
| +17% | +$921K | 0.01% | 973 |
|
2020
Q3 | $5.51M | Buy |
305,303
+118,340
| +63% | +$2.14M | 0.01% | 902 |
|
2020
Q2 | $3.37M | Buy |
186,963
+24,141
| +15% | +$435K | 0.01% | 1062 |
|
2020
Q1 | $2.83M | Buy |
162,822
+4,043
| +3% | +$70.3K | 0.01% | 997 |
|
2019
Q4 | $2.83M | Sell |
158,779
-10,439
| -6% | -$186K | 0.01% | 1136 |
|
2019
Q3 | $2.99M | Sell |
169,218
-333
| -0.2% | -$5.89K | 0.01% | 1017 |
|
2019
Q2 | $3M | Buy |
169,551
+65,602
| +63% | +$1.16M | 0.01% | 1015 |
|
2019
Q1 | $1.83M | Buy |
103,949
+967
| +0.9% | +$17K | ﹤0.01% | 1236 |
|
2018
Q4 | $1.78M | Buy |
102,982
+1,018
| +1% | +$17.6K | ﹤0.01% | 1128 |
|
2018
Q3 | $1.75M | Buy |
101,964
+11,123
| +12% | +$191K | ﹤0.01% | 1262 |
|
2018
Q2 | $1.57M | Buy |
90,841
+4,533
| +5% | +$78.2K | ﹤0.01% | 1286 |
|
2018
Q1 | $1.49M | Sell |
86,308
-10,702
| -11% | -$184K | ﹤0.01% | 1300 |
|
2017
Q4 | $1.67M | Buy |
97,010
+3,958
| +4% | +$68.2K | 0.01% | 1176 |
|
2017
Q3 | $1.63M | Buy |
93,052
+31,563
| +51% | +$553K | 0.01% | 1101 |
|
2017
Q2 | $1.07M | Buy |
61,489
+11,086
| +22% | +$194K | ﹤0.01% | 1321 |
|
2017
Q1 | $879K | Sell |
50,403
-191
| -0.4% | -$3.33K | 0.01% | 1343 |
|
2016
Q4 | $877K | Sell |
50,594
-10,577
| -17% | -$183K | 0.01% | 1311 |
|
2016
Q3 | $1.08M | Buy |
61,171
+13,139
| +27% | +$232K | 0.01% | 1136 |
|
2016
Q2 | $852K | Sell |
48,032
-27,756
| -37% | -$492K | 0.01% | 1285 |
|
2016
Q1 | $1.33M | Buy |
75,788
+17,102
| +29% | +$301K | ﹤0.01% | 1451 |
|
2015
Q4 | $1.03M | Buy |
58,686
+28,161
| +92% | +$493K | ﹤0.01% | 1659 |
|
2015
Q3 | $534K | Sell |
30,525
-1,199
| -4% | -$21K | ﹤0.01% | 1733 |
|
2015
Q2 | $551K | Buy |
31,724
+5,251
| +20% | +$91.2K | ﹤0.01% | 1825 |
|
2015
Q1 | $464K | Sell |
26,473
-9,702
| -27% | -$170K | ﹤0.01% | 1904 |
|
2014
Q4 | $634K | Buy |
36,175
+6,821
| +23% | +$120K | ﹤0.01% | 1608 |
|
2014
Q3 | $518K | Sell |
29,354
-13,738
| -32% | -$242K | ﹤0.01% | 1757 |
|
2014
Q2 | $758K | Sell |
43,092
-6,398
| -13% | -$113K | ﹤0.01% | 1514 |
|
2014
Q1 | $871K | Sell |
49,490
-2,849
| -5% | -$50.1K | 0.01% | 1350 |
|
2013
Q4 | $920K | Sell |
52,339
-11,209
| -18% | -$197K | 0.01% | 1287 |
|
2013
Q3 | $1.1M | Sell |
63,548
-20,660
| -25% | -$359K | 0.01% | 1134 |
|
2013
Q2 | $1.47M | Buy |
+84,208
| New | +$1.47M | 0.01% | 887 |
|