Next Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$5K Hold
105
﹤0.01% 2424
2021
Q3
$5K Hold
105
﹤0.01% 2260
2021
Q2
$5K Hold
105
﹤0.01% 2196
2021
Q1
$5K Hold
105
﹤0.01% 2102
2020
Q4
$5K Hold
105
﹤0.01% 1985
2020
Q3
$5K Buy
+105
New +$5K ﹤0.01% 1845
2017
Q4
Sell
-1,070
Closed -$52K 816
2017
Q3
$52K Hold
1,070
0.01% 685
2017
Q2
$51K Hold
1,070
0.01% 780
2017
Q1
$51K Sell
1,070
-3,764
-78% -$179K 0.01% 717
2016
Q4
$224K Buy
4,834
+20
+0.4% +$927 0.04% 444
2016
Q3
$237K Buy
4,814
+3,744
+350% +$184K 0.04% 413
2016
Q2
$53K Hold
1,070
0.02% 638
2016
Q1
$51K Hold
1,070
0.02% 614
2015
Q4
$51K Hold
1,070
0.02% 613
2015
Q3
$50K Buy
+1,070
New +$50K 0.02% 628
2015
Q1
Sell
-127
Closed -$6K 1903
2014
Q4
$6K Sell
127
-2,343
-95% -$111K ﹤0.01% 1430
2014
Q3
$116K Buy
2,470
+2,364
+2,230% +$111K 0.02% 618
2014
Q2
$5K Buy
+106
New +$5K ﹤0.01% 925