Meridian Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
13,656
-13,934
| -51% | -$235K | 0.01% | 616 |
|
|
2025
Q1 | $480K | Buy |
27,590
+39
| +0.1% | +$678 | 0.02% | 417 |
|
|
2024
Q4 | $493K | Buy |
27,551
+80
| +0.3% | +$1.43K | 0.02% | 411 |
|
|
2024
Q3 | $503K | Buy |
27,471
+58
| +0.2% | +$1.06K | 0.02% | 407 |
|
|
2024
Q2 | $490K | Buy |
+27,413
| New | +$490K | 0.06% | 175 |
|
|
2024
Q1 | – | Sell |
-24,035
| Closed | -$439K | – | 378 |
|
|
2023
Q4 | $439K | Hold |
24,035
| – | – | 0.03% | 415 |
|
|
2023
Q3 | $402K | Buy |
24,035
+5,558
| +30% | +$92.9K | 0.02% | 407 |
|
|
2023
Q2 | $332K | Hold |
18,477
| – | – | 0.03% | 409 |
|
|
2023
Q1 | $333K | Hold |
18,477
| – | – | 0.03% | 395 |
|
|
2022
Q4 | $323K | Sell |
18,477
-948
| -5% | -$16.6K | 0.03% | 394 |
|
|
2022
Q3 | $323K | Sell |
19,425
-6,500
| -25% | -$108K | 0.03% | 357 |
|
|
2022
Q2 | $458K | Buy |
25,925
+13,000
| +101% | +$230K | 0.04% | 370 |
|
|
2022
Q1 | $251K | Hold |
12,925
| – | – | 0.03% | 341 |
|
|
2021
Q4 | $280K | Hold |
12,925
| – | – | 0.03% | 328 |
|
|
2021
Q3 | $278K | Hold |
12,925
| – | – | 0.03% | 317 |
|
|
2021
Q2 | $283K | Hold |
12,925
| – | – | 0.04% | 311 |
|
|
2021
Q1 | $276K | Hold |
12,925
| – | – | 0.04% | 288 |
|
|
2020
Q4 | $280K | Buy |
12,925
+1,277
| +11% | +$27.7K | 0.04% | 266 |
|
|
2020
Q3 | $249K | Hold |
11,648
| – | – | 0.06% | 212 |
|
|
2020
Q2 | $246K | Hold |
11,648
| – | – | 0.08% | 184 |
|
|
2020
Q1 | $237K | Hold |
11,648
| – | – | 0.11% | 172 |
|
|
2019
Q4 | $244K | Buy |
11,648
+1,500
| +15% | +$31.4K | 0.12% | 172 |
|
|
2019
Q3 | $215K | Hold |
10,148
| – | – | 0.1% | 186 |
|
|
2019
Q2 | $2.11K | Buy |
+10,148
| New | +$2.11K | 0.09% | 197 |
|
|
2018
Q3 | – | Sell |
-12,937
| Closed | -$257K | – | 188 |
|
|
2018
Q2 | $257K | Buy |
12,937
+99
| +0.8% | +$1.97K | 0.12% | 150 |
|
|
2018
Q1 | $255K | Buy |
12,838
+96
| +0.8% | +$1.91K | 0.13% | 148 |
|
|
2017
Q4 | $258K | Buy |
12,742
+91
| +0.7% | +$1.84K | 0.16% | 138 |
|
|
2017
Q3 | $252K | Buy |
12,651
+95
| +0.8% | +$1.89K | 0.16% | 137 |
|
|
2017
Q2 | $249K | Buy |
+12,556
| New | +$249K | 0.16% | 139 |
|