Palo Alto Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
9,335
+618
| +7% | +$31K | 0.18% | 33 |
|
|
2025
Q1 | $437K | Buy |
8,717
+68
| +0.8% | +$3.41K | 0.17% | 33 |
|
|
2024
Q4 | $449K | Buy |
8,649
+3,880
| +81% | +$201K | 0.16% | 33 |
|
|
2024
Q3 | $251K | Buy |
4,769
+66
| +1% | +$3.47K | 0.1% | 45 |
|
|
2024
Q2 | $243K | Buy |
4,703
+439
| +10% | +$22.7K | 0.17% | 40 |
|
|
2024
Q1 | $223K | Buy |
+4,264
| New | +$223K | 0.16% | 39 |
|