MidWestOne Financial Group’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 | $3.52M | Buy |
203,904
+33,115
| +19% | +$572K | 0.46% | 50 |
|
2025
Q1 | $2.93M | Sell |
170,789
-382
| -0.2% | -$6.55K | 0.42% | 54 |
|
2024
Q4 | $2.93M | Buy |
171,171
+29,715
| +21% | +$508K | 0.41% | 53 |
|
2024
Q3 | $2.45M | Buy |
141,456
+9,978
| +8% | +$173K | 0.34% | 64 |
|
2024
Q2 | $2.24M | Buy |
131,478
+36,800
| +39% | +$626K | 0.4% | 60 |
|
2024
Q1 | $1.61M | Sell |
94,678
-16,540
| -15% | -$282K | 0.29% | 93 |
|
2023
Q4 | $1.9M | Sell |
111,218
-28,702
| -21% | -$491K | 0.36% | 69 |
|
2023
Q3 | $2.34M | Buy |
139,920
+500
| +0.4% | +$8.35K | 0.53% | 44 |
|
2023
Q2 | $2.35M | Hold |
139,420
| – | – | 0.51% | 45 |
|
2023
Q1 | $2.37M | Buy |
139,420
+12,415
| +10% | +$211K | 0.54% | 39 |
|
2022
Q4 | $2.14M | Sell |
127,005
-10,896
| -8% | -$184K | 0.48% | 37 |
|
2022
Q3 | $2.29M | Buy |
137,901
+54,467
| +65% | +$906K | 0.58% | 31 |
|
2022
Q2 | $1.43M | Hold |
83,434
| – | – | 0.35% | 61 |
|
2022
Q1 | $1.43M | Sell |
83,434
-46,909
| -36% | -$802K | 0.31% | 73 |
|
2021
Q4 | $2.33M | Buy |
130,343
+3,514
| +3% | +$62.9K | 0.49% | 39 |
|
2021
Q3 | $2.28M | Hold |
126,829
| – | – | 0.53% | 35 |
|
2021
Q2 | $2.29M | Buy |
126,829
+36,582
| +41% | +$661K | 0.54% | 39 |
|
2021
Q1 | $1.63M | Buy |
90,247
+31,001
| +52% | +$559K | 0.39% | 56 |
|
2020
Q4 | $1.07M | Sell |
59,246
-31,608
| -35% | -$572K | 0.29% | 83 |
|
2020
Q3 | $1.64M | Buy |
+90,854
| New | +$1.64M | 0.54% | 39 |
|
2020
Q2 | – | Sell |
-87,116
| Closed | -$1.51M | – | 177 |
|
2020
Q1 | $1.51M | Sell |
87,116
-7,769
| -8% | -$135K | 0.56% | 33 |
|
2019
Q4 | $1.69M | Sell |
94,885
-14,373
| -13% | -$256K | 0.35% | 47 |
|
2019
Q3 | $1.93M | Hold |
109,258
| – | – | 0.6% | 25 |
|
2019
Q2 | $1.93M | Buy |
+109,258
| New | +$1.93M | 0.53% | 31 |
|