Sargent Investment Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sargent Investment Group’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy
2025 Q1	$305K	Hold
2024 Q4	$306K	Buy
2024 Q3	$302K	Sell
2024 Q2	$311K	Buy
2024 Q1	$299K	Hold
2023 Q4	$302K	Hold
2023 Q3	$284K	Hold
2023 Q2	$296K	Buy
2023 Q1	$202K	Buy