NFP Retirement Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
8,994
-43
| -0.5% | -$1.96K | 0.03% | 223 |
|
|
2025
Q1 | $411K | Sell |
9,037
-1,274
| -12% | -$58K | 0.03% | 196 |
|
|
2024
Q4 | $475K | Sell |
10,311
-70
| -0.7% | -$3.23K | 0.04% | 193 |
|
|
2024
Q3 | $487K | Sell |
10,381
-169
| -2% | -$7.93K | 0.04% | 187 |
|
|
2024
Q2 | $484K | Sell |
10,550
-4,124
| -28% | -$189K | 0.04% | 187 |
|
|
2024
Q1 | $682K | Buy |
14,674
+399
| +3% | +$18.6K | 0.06% | 148 |
|
|
2023
Q4 | $671K | Sell |
14,275
-1,950
| -12% | -$91.7K | 0.11% | 123 |
|
|
2023
Q3 | $716K | Sell |
16,225
-346
| -2% | -$15.3K | 0.14% | 112 |
|
|
2023
Q2 | $763K | Sell |
16,571
-427
| -3% | -$19.7K | 0.14% | 111 |
|
|
2023
Q1 | $790K | Sell |
16,998
-701
| -4% | -$32.6K | 0.16% | 109 |
|
|
2022
Q4 | $807K | Sell |
17,699
-1,240
| -7% | -$56.6K | 0.18% | 104 |
|
|
2022
Q3 | $825K | Sell |
18,939
-947
| -5% | -$41.2K | 0.2% | 97 |
|
|
2022
Q2 | $908K | Buy |
19,886
+1,998
| +11% | +$91.3K | 0.23% | 85 |
|
|
2022
Q1 | $846K | Buy |
17,888
+6,810
| +61% | +$322K | 0.2% | 90 |
|
|
2021
Q4 | $568K | Sell |
11,078
-47
| -0.4% | -$2.41K | 0.2% | 75 |
|
|
2021
Q3 | $570K | Sell |
11,125
-21,239
| -66% | -$1.09M | 0.23% | 71 |
|
|
2021
Q2 | $1.68M | Buy |
32,364
+10,738
| +50% | +$556K | 0.65% | 34 |
|
|
2021
Q1 | $1.11M | Hold |
21,626
| – | – | 0.48% | 43 |
|
|
2020
Q4 | $1.13M | Sell |
21,626
-2,084
| -9% | -$108K | 0.7% | 37 |
|
|
2020
Q3 | $1.22M | Sell |
23,710
-967
| -4% | -$49.6K | 0.8% | 38 |
|
|
2020
Q2 | $1.26M | Buy |
24,677
+15,028
| +156% | +$766K | 0.92% | 29 |
|
|
2020
Q1 | $474K | Buy |
+9,649
| New | +$474K | 0.46% | 44 |
|