RSWM
Robertson Stephens Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
4,457
| – | – | 0.01% | 528 |
|
|
2025
Q1 | $203K | Buy |
+4,457
| New | +$203K | 0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-6,000
| Closed | -$261K | – | 416 |
|
|
2022
Q3 | $261K | Hold |
6,000
| – | – | 0.03% | 299 |
|
|
2022
Q2 | $274K | Hold |
6,000
| – | – | 0.03% | 302 |
|
|
2022
Q1 | $283K | Hold |
6,000
| – | – | 0.02% | 321 |
|
|
2021
Q4 | $307K | Sell |
6,000
-6,067
| -50% | -$310K | 0.03% | 313 |
|
|
2021
Q3 | $618K | Hold |
12,067
| – | – | 0.07% | 180 |
|
|
2021
Q2 | $625K | Buy |
+12,067
| New | +$625K | 0.08% | 185 |
|