Perigon Wealth Management’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 | $633K | Buy |
12,602
+2,499
| +25% | +$125K | 0.01% | 610 |
|
|
2025
Q1 | $517K | Sell |
10,103
-898
| -8% | -$46K | 0.01% | 626 |
|
|
2024
Q4 | $568K | Sell |
11,001
-109
| -1% | -$5.63K | 0.01% | 600 |
|
|
2024
Q3 | $590K | Sell |
11,110
-1,158
| -9% | -$61.5K | 0.02% | 563 |
|
|
2024
Q2 | $634K | Sell |
12,268
-1,194
| -9% | -$61.7K | 0.02% | 475 |
|
|
2024
Q1 | $704K | Buy |
13,462
+319
| +2% | +$16.7K | 0.02% | 458 |
|
|
2023
Q4 | $679K | Buy |
13,143
+1,414
| +12% | +$73K | 0.02% | 421 |
|
|
2023
Q3 | $576K | Buy |
11,729
+245
| +2% | +$12K | 0.02% | 411 |
|
|
2023
Q2 | $590K | Buy |
11,484
+6,024
| +110% | +$309K | 0.02% | 419 |
|
|
2023
Q1 | $283K | Buy |
5,460
+1,167
| +27% | +$60.4K | 0.02% | 557 |
|
|
2022
Q4 | $217K | Sell |
4,293
-37,062
| -90% | -$1.87M | 0.01% | 636 |
|
|
2022
Q3 | $2.07M | Buy |
41,355
+19,895
| +93% | +$993K | 0.18% | 115 |
|
|
2022
Q2 | $1.16M | Buy |
21,460
+8,574
| +67% | +$462K | 0.1% | 196 |
|
|
2022
Q1 | $740K | Buy |
12,886
+1,820
| +16% | +$105K | 0.05% | 279 |
|
|
2021
Q4 | $691K | Buy |
11,066
+1
| +0% | +$62 | 0.05% | 277 |
|
|
2021
Q3 | $691K | Sell |
11,065
-21
| -0.2% | -$1.31K | 0.06% | 251 |
|
|
2021
Q2 | $705K | Sell |
11,086
-1
| -0% | -$64 | 0.06% | 247 |
|
|
2021
Q1 | $689K | Sell |
11,087
-1,545
| -12% | -$96K | 0.07% | 234 |
|
|
2020
Q4 | $777K | Sell |
12,632
-314
| -2% | -$19.3K | 0.09% | 179 |
|
|
2020
Q3 | $774K | Buy |
12,946
+3,082
| +31% | +$184K | 0.11% | 154 |
|
|
2020
Q2 | $585K | Buy |
+9,864
| New | +$585K | 0.09% | 175 |
|
|
2018
Q4 | – | Sell |
-6,541
| Closed | -$407K | – | 246 |
|
|
2018
Q3 | $407K | Sell |
6,541
-3,265
| -33% | -$203K | 0.1% | 138 |
|
|
2018
Q2 | $617K | Buy |
9,806
+3,222
| +49% | +$203K | 0.19% | 108 |
|
|
2018
Q1 | $408K | Buy |
+6,584
| New | +$408K | 0.15% | 101 |
|
|
2017
Q3 | – | Sell |
-8,478
| Closed | -$524K | – | 675 |
|
|
2017
Q2 | $524K | Buy |
+8,478
| New | +$524K | 0.11% | 168 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$1K | – | 653 |
|
|
2016
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 691 |
|