Petra Financial Advisors’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 | $678K | Buy |
14,920
+15
| +0.1% | +$682 | 0.43% | 60 |
|
2025
Q1 | $678K | Sell |
14,905
-565
| -4% | -$25.7K | 0.56% | 41 |
|
2024
Q4 | $713K | Hold |
15,470
| – | – | 0.49% | 52 |
|
2024
Q3 | $726K | Hold |
15,470
| – | – | 0.48% | 62 |
|
2024
Q2 | $709K | Hold |
15,470
| – | – | 0.51% | 61 |
|
2024
Q1 | $720K | Hold |
15,470
| – | – | 0.53% | 59 |
|
2023
Q4 | $728K | Hold |
15,470
| – | – | 0.61% | 53 |
|
2023
Q3 | $682K | Hold |
15,470
| – | – | 0.57% | 57 |
|
2023
Q2 | $713K | Buy |
+15,470
| New | +$713K | 0.64% | 48 |
|
2023
Q1 | – | Sell |
-17,485
| Closed | -$797K | – | 91 |
|
2022
Q4 | $797K | Buy |
+17,485
| New | +$797K | 0.88% | 30 |
|