Perigon Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
+14,334
| New | +$652K | 0.02% | 602 |
|
|
2023
Q4 | – | Sell |
-5,902
| Closed | -$260K | – | 852 |
|
|
2023
Q3 | $260K | Hold |
5,902
| – | – | 0.01% | 640 |
|
|
2023
Q2 | $272K | Sell |
5,902
-69
| -1% | -$3.18K | 0.01% | 642 |
|
|
2023
Q1 | $277K | Buy |
+5,971
| New | +$277K | 0.02% | 566 |
|
|
2021
Q1 | – | Sell |
-730
| Closed | -$38K | – | 757 |
|
|
2020
Q4 | $38K | Buy |
+730
| New | +$38K | ﹤0.01% | 818 |
|