Pacific Capital Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-27,162
Closed -$1.37M 90
2022
Q4
$1.37M Sell
27,162
-2,492
-8% -$126K 0.36% 41
2022
Q3
$1.48M Sell
29,654
-1,312
-4% -$70K 0.4% 41
2022
Q2
$1.67M Sell
30,966
-636
-2% -$34.7K 0.46% 44
2022
Q1
$1.81M Buy
31,602
+11
+0% +$658 0.52% 41
2021
Q4
$1.97M Sell
31,591
-435
-1% -$27.1K 0.57% 42
2021
Q3
$2M Sell
32,026
-2,573
-7% -$163K 0.64% 41
2021
Q2
$2.2M Buy
34,599
+6
+0% +$377 1.11% 26
2021
Q1
$2.15M Buy
34,593
+1,223
+4% +$76K 1.2% 25
2020
Q4
$2.05M Sell
33,370
-18,854
-36% -$1.14M 1.17% 25
2020
Q3
$3.12M Sell
52,224
-40
-0.1% -$2.4K 1.86% 19
2020
Q2
$3.1M Buy
52,264
+4,176
+9% +$235K 2.1% 16
2020
Q1
$2.51M Sell
48,088
-398
-0.8% -$24.5K 1.9% 23
2019
Q4
$3.11M Buy
+48,486
New +$3.11M 2.07% 20

Other funds holding HYD