OIA
Optimum Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
10,250
| – | – | 0.2% | 97 |
|
|
2025
Q1 | $466K | Hold |
10,250
| – | – | 0.22% | 93 |
|
|
2024
Q4 | $473K | Hold |
10,250
| – | – | 0.21% | 99 |
|
|
2024
Q3 | $481K | Hold |
10,250
| – | – | 0.21% | 103 |
|
|
2024
Q2 | $470K | Hold |
10,250
| – | – | 0.21% | 104 |
|
|
2024
Q1 | $477K | Hold |
10,250
| – | – | 0.22% | 101 |
|
|
2023
Q4 | $482K | Sell |
10,250
-83,149
| -89% | -$3.91M | 0.24% | 97 |
|
|
2023
Q3 | $4.12M | Hold |
93,399
| – | – | 2.11% | 6 |
|
|
2023
Q2 | $4.3M | Sell |
93,399
-200
| -0.2% | -$9.21K | 2.11% | 5 |
|
|
2023
Q1 | $4.35M | Hold |
93,599
| – | – | 2.28% | 4 |
|
|
2022
Q4 | $4.27M | Sell |
93,599
-5,840
| -6% | -$266K | 2.31% | 5 |
|
|
2022
Q3 | $4.33M | Sell |
99,439
-400
| -0.4% | -$17.4K | 2.33% | 5 |
|
|
2022
Q2 | $4.56M | Hold |
99,839
| – | – | 2.28% | 5 |
|
|
2022
Q1 | $4.72M | Sell |
99,839
-5,000
| -5% | -$237K | 1.99% | 6 |
|
|
2021
Q4 | $5.38M | Buy |
104,839
+10,000
| +11% | +$513K | 2.09% | 5 |
|
|
2021
Q3 | $4.86M | Hold |
94,839
| – | – | 2.05% | 4 |
|
|
2021
Q2 | $4.92M | Buy |
94,839
+11,807
| +14% | +$612K | 1.53% | 9 |
|
|
2021
Q1 | $4.26M | Buy |
83,032
+2,221
| +3% | +$114K | 1.25% | 14 |
|
|
2020
Q4 | $4.21M | Hold |
80,811
| – | – | 1.28% | 12 |
|
|
2020
Q3 | $4.14M | Sell |
80,811
-30,000
| -27% | -$1.54M | 1.39% | 11 |
|
|
2020
Q2 | $5.65M | Hold |
110,811
| – | – | 1.97% | 6 |
|
|
2020
Q1 | $5.44M | Sell |
110,811
-10,000
| -8% | -$491K | 2.23% | 4 |
|
|
2019
Q4 | $6.07M | Buy |
120,811
+5,000
| +4% | +$251K | 1.8% | 5 |
|
|
2019
Q3 | $5.83M | Buy |
115,811
+42,500
| +58% | +$2.14M | 1.84% | 4 |
|
|
2019
Q2 | $3.65M | Buy |
73,311
+3,500
| +5% | +$174K | 1.18% | 14 |
|
|
2019
Q1 | $3.41M | Hold |
69,811
| – | – | 1.12% | 16 |
|
|
2018
Q4 | $3.31M | Buy |
69,811
+188
| +0.3% | +$8.93K | 1.14% | 16 |
|
|
2018
Q3 | $1.62M | Buy |
69,623
+15,500
| +29% | +$361K | 0.45% | 45 |
|
|
2018
Q2 | $1.28M | Buy |
54,123
+20,000
| +59% | +$471K | 0.37% | 68 |
|
|
2018
Q1 | $803K | Hold |
34,123
| – | – | 0.24% | 111 |
|
|
2017
Q4 | $821K | Buy |
34,123
+15,500
| +83% | +$373K | 0.26% | 110 |
|
|
2017
Q3 | $448K | Hold |
18,623
| – | – | 0.15% | 181 |
|
|
2017
Q2 | $445K | Hold |
18,623
| – | – | 0.15% | 179 |
|
|
2017
Q1 | $437K | Hold |
18,623
| – | – | 0.15% | 181 |
|
|
2016
Q4 | $432K | Sell |
18,623
-7,000
| -27% | -$162K | 0.16% | 168 |
|
|
2016
Q3 | $630K | Hold |
25,623
| – | – | 0.24% | 124 |
|
|
2016
Q2 | $636K | Buy |
+25,623
| New | +$636K | 0.25% | 122 |
|
|
2016
Q1 | – | Sell |
-16,623
| Closed | -$398K | – | 275 |
|
|
2015
Q4 | $398K | Buy |
16,623
+3,378
| +26% | +$80.9K | 0.15% | 183 |
|
|
2015
Q3 | $313K | Buy |
+13,245
| New | +$313K | 0.13% | 199 |
|
|
2015
Q1 | $315K | Hold |
13,245
| – | – | 0.1% | 212 |
|
|
2014
Q4 | $314K | Buy |
13,245
+9,000
| +212% | +$213K | 0.1% | 199 |
|
|
2014
Q3 | $100K | Hold |
4,245
| – | – | 0.03% | 351 |
|
|
2014
Q2 | $99K | Hold |
4,245
| – | – | 0.03% | 345 |
|
|
2014
Q1 | $97K | Hold |
4,245
| – | – | 0.04% | 304 |
|
|
2013
Q4 | $93K | Hold |
4,245
| – | – | 0.04% | 304 |
|
|
2013
Q3 | $95K | Buy |
+4,245
| New | +$95K | 0.04% | 284 |
|