Sonoma Private Wealth’s VanEck HIP Sustainable Muni ETF SMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $510K | Buy |
|
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $975K | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $415K | Buy |
|