Retirement Capital Strategies’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
2024
Q3
Sell
-24,975
Closed -$1.14M 73
2024
Q2
$1.14M Buy
24,975
+814
+3% +$37.3K 0.46% 37
2024
Q1
$1.12M Buy
24,161
+2,666
+12% +$124K 0.46% 38
2023
Q4
$1.01M Buy
+21,495
New +$1.01M 0.44% 35