MWC
MBM Wealth Consultants’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,225
| Closed | -$557K | – | 112 |
|
|
2024
Q3 | $557K | Sell |
32,225
-905
| -3% | -$15.6K | 0.18% | 58 |
|
|
2024
Q2 | $565K | Sell |
33,130
-8,211
| -20% | -$140K | 0.19% | 58 |
|
|
2024
Q1 | $704K | Sell |
41,341
-398
| -1% | -$6.77K | 0.25% | 54 |
|
|
2023
Q4 | $712K | Sell |
41,739
-1,095
| -3% | -$18.7K | 0.27% | 54 |
|
|
2023
Q3 | $716K | Sell |
42,834
-23,373
| -35% | -$391K | 0.31% | 50 |
|
|
2023
Q2 | $1.11M | Sell |
66,207
-49,734
| -43% | -$837K | 0.48% | 26 |
|
|
2023
Q1 | $1.9M | Hold |
115,941
| – | – | 0.78% | 18 |
|
|
2022
Q4 | $1.96M | Sell |
115,941
-8,385
| -7% | -$142K | 0.91% | 17 |
|
|
2022
Q3 | $2.07M | Sell |
124,326
-67,665
| -35% | -$1.12M | 1% | 15 |
|
|
2022
Q2 | $3.28M | Sell |
191,991
-8,376
| -4% | -$143K | 1.61% | 14 |
|
|
2022
Q1 | $3.43M | Buy |
200,367
+3,253
| +2% | +$55.6K | 1.42% | 20 |
|
|
2021
Q4 | $3.53M | Buy |
197,114
+27,458
| +16% | +$492K | 1.46% | 22 |
|
|
2021
Q3 | $3.05M | Buy |
169,656
+4,083
| +2% | +$73.5K | 1.39% | 24 |
|
|
2021
Q2 | $2.99M | Buy |
165,573
+5,960
| +4% | +$108K | 1.4% | 22 |
|
|
2021
Q1 | $2.88M | Buy |
159,613
+9,213
| +6% | +$166K | 1.46% | 21 |
|
|
2020
Q4 | $2.72M | Buy |
150,400
+13,002
| +9% | +$235K | 1.48% | 22 |
|
|
2020
Q3 | $2.48M | Buy |
137,398
+1,544
| +1% | +$27.9K | 1.58% | 19 |
|
|
2020
Q2 | $2.45M | Sell |
135,854
-6,489
| -5% | -$117K | 1.73% | 17 |
|
|
2020
Q1 | $2.47M | Buy |
142,343
+34,114
| +32% | +$593K | 2.05% | 15 |
|
|
2019
Q4 | $1.93M | Buy |
108,229
+2,414
| +2% | +$43K | 1.43% | 21 |
|
|
2019
Q3 | $1.87M | Buy |
105,815
+1,830
| +2% | +$32.4K | 1.47% | 20 |
|
|
2019
Q2 | $1.84M | Buy |
103,985
+4,756
| +5% | +$84.2K | 1.53% | 18 |
|
|
2019
Q1 | $1.74M | Buy |
99,229
+11,888
| +14% | +$209K | 1.53% | 17 |
|
|
2018
Q4 | $1.51M | Buy |
+87,341
| New | +$1.51M | 1.47% | 20 |
|