Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,578
| Closed | -$448K | – | 56 |
|
|
2024
Q1 | $448K | Sell |
8,578
-584
| -6% | -$30.5K | 0.32% | 47 |
|
|
2023
Q4 | $473K | Sell |
9,162
-13,687
| -60% | -$707K | 0.43% | 42 |
|
|
2023
Q3 | $1.12M | Sell |
22,849
-8,785
| -28% | -$431K | 0.92% | 28 |
|
|
2023
Q2 | $1.62M | Buy |
31,634
+5,936
| +23% | +$305K | 1.29% | 20 |
|
|
2023
Q1 | $1.33M | Sell |
25,698
-562
| -2% | -$29.1K | 1.27% | 23 |
|
|
2022
Q4 | $1.33M | Sell |
26,260
-4,460
| -15% | -$225K | 1.35% | 20 |
|
|
2022
Q3 | $1.53M | Buy |
30,720
+1,181
| +4% | +$59K | 1.43% | 20 |
|
|
2022
Q2 | $1.59M | Sell |
29,539
-9,309
| -24% | -$501K | 2.06% | 15 |
|
|
2022
Q1 | $2.23M | Buy |
38,848
+22,170
| +133% | +$1.27M | 1.5% | 20 |
|
|
2021
Q4 | $1.04M | Buy |
16,678
+1,045
| +7% | +$65.2K | 0.7% | 41 |
|
|
2021
Q3 | $977K | Sell |
15,633
-657
| -4% | -$41.1K | 0.76% | 40 |
|
|
2021
Q2 | $1.04M | Buy |
16,290
+9,890
| +155% | +$629K | 0.81% | 40 |
|
|
2021
Q1 | $398K | Buy |
+6,400
| New | +$398K | 0.34% | 41 |
|