Pacific Capital Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-353	Closed	-$16.4K	–	615
2024 Q1	$16.4K	Sell	353 -267	-43%	-$12.4K	﹤0.01%	202
2023 Q4	$29.2K	Buy	+620	New	+$27.9K	0.01%	172
2023 Q2	–	Sell	-26,177	Closed	-$1.22M	–	72
2023 Q1	$1.22M	Sell	26,177 -2,721	-9%	-$125K	0.31%	40
2022 Q4	$1.32M	Sell	28,898 -1,407	-5%	-$63K	0.34%	43
2022 Q3	$1.32M	Sell	30,305 -118	-0.4%	-$5.39K	0.36%	43
2022 Q2	$1.39M	Sell	30,423 -465	-2%	-$21.2K	0.38%	46
2022 Q1	$1.46M	Sell	30,888 -74	-0.2%	-$3.65K	0.42%	49
2021 Q4	$1.59M	Sell	30,962 -113	-0.4%	-$5.78K	0.46%	46
2021 Q3	$1.59M	Buy	31,075 +4	+0%	+$208	0.51%	44
2021 Q2	$1.61M	Buy	31,071 +101	+0.3%	+$5.22K	0.81%	35
2021 Q1	$1.59M	Sell	30,970 -830	-3%	-$42.9K	0.88%	34
2020 Q4	$1.66M	Sell	31,800 -808	-2%	-$41.6K	0.94%	31
2020 Q3	$1.67M	Sell	32,608 -1,346	-4%	-$69.3K	0.99%	29
2020 Q2	$1.73M	Sell	33,954 -3,512	-9%	-$175K	1.17%	27
2020 Q1	$1.84M	Sell	37,466 -14,470	-28%	-$725K	1.39%	27
2019 Q4	$2.61M	Buy	+51,936	New	+$2.61M	1.74%	23