Sargent Investment Group’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 | $315K | Buy |
6,926
+235
| +4% | +$10.7K | 0.04% | 189 |
|
|
2025
Q1 | $305K | Hold |
6,691
| – | – | 0.05% | 185 |
|
|
2024
Q4 | $306K | Buy |
6,691
+259
| +4% | +$11.8K | 0.05% | 183 |
|
|
2024
Q3 | $302K | Sell |
6,432
-348
| -5% | -$16.3K | 0.05% | 164 |
|
|
2024
Q2 | $311K | Buy |
6,780
+348
| +5% | +$16K | 0.06% | 160 |
|
|
2024
Q1 | $299K | Hold |
6,432
| – | – | 0.07% | 160 |
|
|
2023
Q4 | $302K | Hold |
6,432
| – | – | 0.07% | 161 |
|
|
2023
Q3 | $284K | Hold |
6,432
| – | – | 0.07% | 157 |
|
|
2023
Q2 | $296K | Buy |
6,432
+2,089
| +48% | +$96.2K | 0.07% | 149 |
|
|
2023
Q1 | $202K | Buy |
+4,343
| New | +$202K | 0.05% | 185 |
|