Rooted Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
19,338
+166
| +0.9% | +$8.24K | 0.33% | 46 |
|
|
2025
Q1 | $984K | Sell |
19,172
-36
| -0.2% | -$1.85K | 0.42% | 39 |
|
|
2024
Q4 | $996K | Sell |
19,208
-223
| -1% | -$11.6K | 0.39% | 42 |
|
|
2024
Q3 | $1.02M | Sell |
19,431
-295
| -1% | -$15.5K | 0.46% | 39 |
|
|
2024
Q2 | $1.03M | Buy |
19,726
+6,361
| +48% | +$333K | 0.46% | 41 |
|
|
2024
Q1 | $691K | Buy |
13,365
+87
| +0.7% | +$4.5K | 0.34% | 46 |
|
|
2023
Q4 | $681K | Buy |
+13,278
| New | +$681K | 0.36% | 46 |
|