Marks Group Wealth Management’s Delaware Investments Minnesota Municipal Income Fund II VMM Stock Holding History

Marks Group Wealth Management’s Portfolio VMM Stock Details VMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-123,275	Closed	-$1.74M	–	338
2021 Q4	$1.74M	Buy	123,275 +46,705	+61%	+$654K	0.21%	122
2021 Q3	$1.09M	Hold	76,570	–	–	0.15%	147
2021 Q2	$1.08M	Hold	76,570	–	–	0.15%	139
2021 Q1	$1.01M	Hold	76,570	–	–	0.15%	139
2020 Q4	$1M	Hold	76,570	–	–	0.16%	142
2020 Q3	$995K	Hold	76,570	–	–	0.18%	134
2020 Q2	$968K	Hold	76,570	–	–	0.2%	124
2020 Q1	$948K	Hold	76,570	–	–	0.24%	116
2019 Q4	$1.01M	Buy	+76,570	New	+$1M	0.2%	138

Marks Group Wealth Management's VMM Position: Q1 2022 in Review

Marks Group Wealth Management sold out of Delaware Investments Minnesota Municipal Income Fund II (VMM) in Q1 2022, closing a stake of 123,275 shares — an estimated $1.74M sold.

Marks Group Wealth Management first reported a position in VMM in Q4 2019 and held it in 9 quarters. The position peaked at $1.74M in Q4 2021. 0 funds tracked by Wall St. Rank hold VMM as of Q1 2022.

Marks Group Wealth Management reported no remaining Delaware Investments Minnesota Municipal Income Fund II position as of Q1 2022 after selling out during the quarter.
Marks Group Wealth Management sold 123,275 Delaware Investments Minnesota Municipal Income Fund II shares in Q1 2022, an estimated $1.74M.
Marks Group Wealth Management first reported a position in Delaware Investments Minnesota Municipal Income Fund II in Q4 2019 and held it in 9 quarters.
Marks Group Wealth Management's Delaware Investments Minnesota Municipal Income Fund II position peaked at $1.74M in Q4 2021.
0 funds tracked by Wall St. Rank held Delaware Investments Minnesota Municipal Income Fund II as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.