Milestone Advisory Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$239K	Hold	5,418	–	–	0.2%	61
2023 Q2	$250K	Hold	5,418	–	–	0.23%	56
2023 Q1	$252K	Hold	5,418	–	–	0.23%	57
2022 Q4	$247K	Hold	5,418	–	–	0.18%	62
2022 Q3	$236K	Hold	5,418	–	–	0.18%	62
2022 Q2	$248K	Hold	5,418	–	–	0.2%	59
2022 Q1	$256K	Hold	5,418	–	–	0.14%	71
2021 Q4	$278K	Hold	5,418	–	–	0.14%	74
2021 Q3	$278K	Hold	5,418	–	–	0.16%	70
2021 Q2	$281K	Hold	5,418	–	–	0.15%	71
2021 Q1	$278K	Hold	5,418	–	–	0.15%	61
2020 Q4	$282K	Hold	5,418	–	–	0.16%	51
2020 Q3	$278K	Hold	5,418	–	–	0.17%	43
2020 Q2	$276K	Hold	5,418	–	–	0.16%	43
2020 Q1	$266K	Hold	5,418	–	–	0.18%	33
2019 Q4	$272K	Hold	5,418	–	–	0.14%	50
2019 Q3	$273K	Hold	5,418	–	–	0.15%	47
2019 Q2	$270K	Hold	5,418	–	–	0.16%	47
2019 Q1	$264K	Hold	5,418	–	–	0.17%	45
2018 Q4	$258K	Sell	5,418 -1,619	-23%	-$77.1K	0.22%	35
2018 Q3	$328K	Sell	7,037 -223	-3%	-$10.4K	0.23%	36
2018 Q2	$342K	Hold	7,260	–	–	0.25%	34
2018 Q1	$342K	Sell	7,260 -531	-7%	-$25K	0.26%	33
2017 Q4	$375K	Buy	+7,791	New	+$375K	0.28%	34