Oliver Lagore Vanvalin Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1K | Buy |
+760
| New | +$80.1K | 0.03% | 200 |
|
|
2024
Q4 | $84.2K | Sell |
790
-48
| -6% | -$5.11K | 0.02% | 191 |
|
|
2024
Q3 | $91K | Hold |
838
| – | – | 0.02% | 179 |
|
|
2024
Q2 | $89.3K | Buy |
838
+65
| +8% | +$6.93K | 0.03% | 177 |
|
|
2024
Q1 | $83.2K | Buy |
773
+4
| +0.5% | +$430 | 0.02% | 189 |
|
|
2023
Q4 | $83.4K | Sell |
769
-252
| -25% | -$27.3K | 0.03% | 168 |
|
|
2023
Q3 | $105K | Buy |
1,021
+33
| +3% | +$3.38K | 0.04% | 160 |
|
|
2023
Q2 | $105K | Buy |
988
+306
| +45% | +$32.7K | 0.04% | 167 |
|
|
2023
Q1 | $73.5K | Buy |
+682
| New | +$73.5K | 0.03% | 160 |
|
|
2022
Q4 | – | Sell |
-462
| Closed | -$47K | – | 732 |
|
|
2022
Q3 | $47K | Sell |
462
-399
| -46% | -$40.6K | 0.03% | 177 |
|
|
2022
Q2 | $92K | Hold |
861
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $95K | Buy |
+861
| New | +$95K | 0.06% | 131 |
|