OneDigital Investment Advisors’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 | $20.6M | Buy |
453,820
+118,299
| +35% | +$5.38M | 0.23% | 91 |
|
|
2025
Q1 | $15.3M | Buy |
335,521
+119,896
| +56% | +$5.46M | 0.18% | 115 |
|
|
2024
Q4 | $9.94M | Buy |
215,625
+28,506
| +15% | +$1.31M | 0.12% | 151 |
|
|
2024
Q3 | $8.79M | Sell |
187,119
-2,310
| -1% | -$108K | 0.1% | 169 |
|
|
2024
Q2 | $8.68M | Buy |
189,429
+5,139
| +3% | +$236K | 0.11% | 161 |
|
|
2024
Q1 | $8.57M | Sell |
184,290
-479
| -0.3% | -$22.3K | 0.13% | 145 |
|
|
2023
Q4 | $8.69M | Sell |
184,769
-39,758
| -18% | -$1.87M | 0.15% | 133 |
|
|
2023
Q3 | $9.9M | Buy |
224,527
+182,755
| +438% | +$8.06M | 0.21% | 98 |
|
|
2023
Q2 | $1.92M | Buy |
41,772
+8,131
| +24% | +$375K | 0.04% | 285 |
|
|
2023
Q1 | $1.56M | Buy |
33,641
+5,292
| +19% | +$246K | 0.04% | 314 |
|
|
2022
Q4 | $1.29M | Buy |
28,349
+3,091
| +12% | +$141K | 0.04% | 312 |
|
|
2022
Q3 | $1.1M | Buy |
+25,258
| New | +$1.1M | 0.04% | 269 |
|