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NewSquare Capital’s VanEck Long Muni ETF MLN Stock Holding History

NewSquare Capital’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,115
Closed -$69.5K – 812
2025
Q2 		$69.5K Sell
4,115
-3,775
-48% -$63.9K 0.01% 249
2025
Q1 		$137K Sell
7,890
-19,018
-71% -$336K 0.01% 187
2024
Q4 		$481K Sell
26,908
-843
-3% -$15.2K 0.04% 148
2024
Q3 		$508K Sell
27,751
-2,002
-7% -$36.2K 0.04% 142
2024
Q2 		$531K Sell
29,753
-6,440
-18% -$115K 0.05% 139
2024
Q1 		$652K Sell
36,193
-2,280
-6% -$41.1K 0.06% 137
2023
Q4 		$702K Sell
38,473
-2,532
-6% -$43.4K 0.07% 130
2023
Q3 		$685K Sell
41,005
-3,611
-8% -$63.3K 0.07% 130
2023
Q2 		$801K Sell
44,616
-3,685
-8% -$66K 0.08% 122
2023
Q1 		$870K Sell
48,301
-2,995
-6% -$53.4K 0.1% 120
2022
Q4 		$896K Sell
51,296
-18,937
-27% -$324K 0.11% 116
2022
Q3 		$1.17M Sell
70,233
-44,019
-39% -$786K 0.15% 114
2022
Q2 		$2.02M Sell
114,252
-27,068
-19% -$491K 0.26% 99
2022
Q1 		$2.74M Sell
141,320
-5,523
-4% -$113K 0.29% 98
2021
Q4 		$3.18M Buy
146,843
+3,526
+2% +$76.1K 0.34% 85
2021
Q3 		$3.08M Buy
143,317
+10,495
+8% +$230K 0.36% 77
2021
Q2 		$2.91M Buy
132,822
+4,931
+4% +$107K 0.34% 83
2021
Q1 		$2.73M Buy
127,891
+3,855
+3% +$83.3K 0.36% 80
2020
Q4 		$2.69M Buy
124,036
+39,211
+46% +$842K 0.38% 67
2020
Q3 		$1.81M Buy
84,825
+40,345
+91% +$864K 0.29% 90
2020
Q2 		$941K Sell
44,480
-1,770
-4% -$36.3K 0.16% 107
2020
Q1 		$945K Buy
46,250
+10,025
+28% +$210K 0.17% 100
2019
Q4 		$761K Buy
36,225
+8,790
+32% +$185K 0.13% 89
2019
Q3 		$580K Buy
27,435
+18,850
+220% +$397K 0.11% 91
2019
Q2 		$178K Sell
8,585
-285
-3% -$5.84K 0.03% 124
2019
Q1 		$180K Sell
8,870
-235
-3% -$4.64K 0.03% 120
2018
Q4 		$178K Sell
9,105
-1,380
-13% -$26.5K 0.04% 115
2018
Q3 		$203K Buy
10,485
+185
+2% +$3.64K 0.04% 120
2018
Q2 		$204K Sell
10,300
-1,495
-13% -$29.5K 0.04% 106
2018
Q1 		$234K Sell
11,795
-729
-6% -$14.4K 0.05% 105
2017
Q4 		$255K Sell
12,524
-10,378
-45% -$209K 0.06% 100
2017
Q3 		$313K Buy
22,902
+7,780
+51% +$156K 0.07% 94
2017
Q2 		$300K Sell
15,122
-4,887
-24% -$96.6K 0.07% 95
2017
Q1 		$391K Sell
20,009
-1,014
-5% -$19.7K 0.09% 93
2016
Q4 		$407K Sell
21,023
-1,789
-8% -$35.3K 0.1% 109
2016
Q3 		$475K Sell
22,812
-44
-0.2% -$921 0.11% 109
2016
Q2 		$482K Sell
22,856
-28,114
-55% -$580K 0.11% 103
2016
Q1 		$1.03M Buy
50,970
+2,485
+5% +$50.1K 0.3% 49
2015
Q4 		$966K Buy
48,485
+3,045
+7% +$59.9K 0.27% 49
2015
Q3 		$887K Buy
45,440
+5,090
+13% +$98.5K 0.26% 47
2015
Q2 		$775K Buy
40,350
+4,740
+13% +$92.1K 0.23% 63
2015
Q1 		$709K Buy
35,610
+1,710
+5% +$34.1K 0.22% 61
2014
Q4 		$673K Buy
33,900
+21,310
+169% +$419K 0.23% 63
2014
Q3 		$246K Buy
+12,590
New +$243K 0.09% 111

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

NewSquare Capital's MLN Position: Q3 2025 in Review

NewSquare Capital sold out of VanEck Long Muni ETF (MLN) in Q3 2025, closing a stake of 4,115 shares — an estimated $69.5K sold.

NewSquare Capital first reported a position in MLN in Q3 2014 and held it in 44 quarters. The position peaked at $3.18M in Q4 2021. 127 funds tracked by Wall St. Rank hold MLN as of Q3 2025.

  • NewSquare Capital reported no remaining VanEck Long Muni ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 4,115 VanEck Long Muni ETF shares in Q3 2025, an estimated $69.5K.
  • NewSquare Capital first reported a position in VanEck Long Muni ETF in Q3 2014 and held it in 44 quarters.
  • NewSquare Capital's VanEck Long Muni ETF position peaked at $3.18M in Q4 2021.
  • 127 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.