SWA
VMM
Sightline Wealth Advisors’s Delaware Investments Minnesota Municipal Income Fund II VMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33,570
| Closed | -$474K | – | 61 |
|
|
2021
Q4 | $474K | Buy |
33,570
+75
| +0.2% | +$1.06K | 0.42% | 33 |
|
|
2021
Q3 | $475K | Sell |
33,495
-9,146
| -21% | -$130K | 0.4% | 34 |
|
|
2021
Q2 | $603K | Sell |
42,641
-9,833
| -19% | -$139K | 0.5% | 30 |
|
|
2021
Q1 | $692K | Buy |
52,474
+290
| +0.6% | +$3.82K | 0.64% | 24 |
|
|
2020
Q4 | $685K | Buy |
+52,184
| New | +$685K | 0.67% | 27 |
|