Martel Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38,178
| Closed | -$1.95M | – | 71 |
|
|
2025
Q1 | $1.95M | Sell |
38,178
-181
| -0.5% | -$9.26K | 0.39% | 23 |
|
|
2024
Q4 | $1.99M | Buy |
38,359
+400
| +1% | +$20.8K | 0.39% | 26 |
|
|
2024
Q3 | $2M | Buy |
37,959
+1,030
| +3% | +$54.4K | 0.41% | 25 |
|
|
2024
Q2 | $1.91M | Buy |
36,929
+1,281
| +4% | +$66.2K | 0.41% | 25 |
|
|
2024
Q1 | $1.86M | Sell |
35,648
-571
| -2% | -$29.8K | 0.4% | 25 |
|
|
2023
Q4 | $1.87M | Sell |
36,219
-862
| -2% | -$44.5K | 0.42% | 27 |
|
|
2023
Q3 | $1.82M | Sell |
37,081
-2,904
| -7% | -$142K | 0.45% | 26 |
|
|
2023
Q2 | $2.05M | Sell |
39,985
-7,659
| -16% | -$393K | 0.5% | 23 |
|
|
2023
Q1 | $2.47M | Buy |
47,644
+3,313
| +7% | +$171K | 0.63% | 20 |
|
|
2022
Q4 | $2.24M | Buy |
44,331
+9,382
| +27% | +$474K | 0.61% | 22 |
|
|
2022
Q3 | $1.84M | Buy |
34,949
+1,521
| +5% | +$80.1K | 0.53% | 24 |
|
|
2022
Q2 | $1.76M | Sell |
33,428
-1,868
| -5% | -$98.4K | 0.48% | 24 |
|
|
2022
Q1 | $2.03M | Sell |
35,296
-2,163
| -6% | -$124K | 0.49% | 23 |
|
|
2021
Q4 | $2.34M | Buy |
37,459
+1,703
| +5% | +$106K | 0.55% | 22 |
|
|
2021
Q3 | $2.23M | Buy |
35,756
+550
| +2% | +$34.4K | 0.56% | 22 |
|
|
2021
Q2 | $2.24M | Buy |
35,206
+2,426
| +7% | +$154K | 0.56% | 22 |
|
|
2021
Q1 | $2.04M | Buy |
32,780
+2,515
| +8% | +$156K | 0.56% | 22 |
|
|
2020
Q4 | $1.86M | Buy |
30,265
+2,218
| +8% | +$136K | 0.54% | 22 |
|
|
2020
Q3 | $1.68M | Buy |
28,047
+1,840
| +7% | +$110K | 0.54% | 21 |
|
|
2020
Q2 | $1.55M | Buy |
26,207
+431
| +2% | +$25.6K | 0.54% | 21 |
|
|
2020
Q1 | $1.35M | Sell |
25,776
-6,762
| -21% | -$353K | 0.53% | 21 |
|
|
2019
Q4 | $2.08M | Buy |
32,538
+522
| +2% | +$33.4K | 0.72% | 17 |
|
|
2019
Q3 | $2.06M | Sell |
32,016
-1,364
| -4% | -$87.9K | 0.74% | 17 |
|
|
2019
Q2 | $2.13M | Buy |
33,380
+166
| +0.5% | +$10.6K | 0.78% | 17 |
|
|
2019
Q1 | $2.08M | Buy |
33,214
+2,935
| +10% | +$184K | 0.78% | 18 |
|
|
2018
Q4 | $1.85M | Sell |
30,279
-4,153
| -12% | -$253K | 0.76% | 18 |
|
|
2018
Q3 | $2.14M | Buy |
+34,432
| New | +$2.14M | 0.82% | 18 |
|