OneDigital Investment Advisors’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,872
| Closed | -$215K | – | 1145 |
|
|
2023
Q3 | $215K | Sell |
12,872
-2,017
| -14% | -$33.7K | ﹤0.01% | 915 |
|
|
2023
Q2 | $251K | Sell |
14,889
-1,028
| -6% | -$17.3K | 0.01% | 884 |
|
|
2023
Q1 | $271K | Buy |
15,917
+60
| +0.4% | +$1.02K | 0.01% | 816 |
|
|
2022
Q4 | $268K | Sell |
15,857
-9,467
| -37% | -$160K | 0.01% | 700 |
|
|
2022
Q3 | $421K | Buy |
25,324
+88
| +0.3% | +$1.46K | 0.02% | 512 |
|
|
2022
Q2 | $432K | Buy |
25,236
+1,469
| +6% | +$25.1K | 0.02% | 460 |
|
|
2022
Q1 | $407K | Sell |
23,767
-6,837
| -22% | -$117K | 0.02% | 500 |
|
|
2021
Q4 | $548K | Buy |
30,604
+5,068
| +20% | +$90.7K | 0.02% | 410 |
|
|
2021
Q3 | $460K | Buy |
+25,536
| New | +$460K | 0.02% | 432 |
|