Steward Partners Investment Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $387K | Hold |
8,344
| – | – | ﹤0.01% | 1653 |
|
|
2025
Q4 | $394K | Sell |
8,344
-591
| -7% | -$27.8K | ﹤0.01% | 1560 |
|
|
2025
Q3 | $416K | Sell |
8,935
-1,075
| -11% | -$49.2K | ﹤0.01% | 1473 |
|
|
2025
Q2 | $455K | Hold |
10,010
| – | – | ﹤0.01% | 1348 |
|
|
2025
Q1 | $456K | Hold |
10,010
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q4 | $461K | Sell |
10,010
-344
| -3% | -$15.9K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $486K | Buy |
+10,354
| New | +$481K | ﹤0.01% | 1117 |
|
|
2024
Q1 | – | Sell |
-1,567
| Closed | -$73.7K | – | 3616 |
|
|
2023
Q4 | $73.7K | Sell |
1,567
-3,026
| -66% | -$136K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $203K | Sell |
4,593
-2,235
| -33% | -$102K | ﹤0.01% | 1277 |
|
|
2023
Q2 | $315K | Buy |
6,828
+24
| +0.4% | +$1.11K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $316K | Buy |
6,804
+15
| +0.2% | +$692 | 0.01% | 1091 |
|
|
2022
Q4 | $310K | Sell |
6,789
-4,572
| -40% | -$205K | 0.01% | 1064 |
|
|
2022
Q3 | $495K | Sell |
11,361
-4,968
| -30% | -$227K | 0.01% | 859 |
|
|
2022
Q2 | $746K | Sell |
16,329
-982
| -6% | -$44.9K | 0.01% | 735 |
|
|
2022
Q1 | $819K | Sell |
17,311
-293
| -2% | -$14.4K | 0.01% | 748 |
|
|
2021
Q4 | $903K | Sell |
17,604
-9
| -0.1% | -$461 | 0.01% | 738 |
|
|
2021
Q3 | $902K | Buy |
17,613
+122
| +0.7% | +$6.33K | 0.02% | 697 |
|
|
2021
Q2 | $906K | Sell |
17,491
-45
| -0.3% | -$2.33K | 0.02% | 711 |
|
|
2021
Q1 | $899K | Buy |
17,536
+10
| +0.1% | +$517 | 0.02% | 680 |
|
|
2020
Q4 | $912K | Sell |
17,526
-129
| -0.7% | -$6.64K | 0.02% | 589 |
|
|
2020
Q3 | $905K | Buy |
17,655
+2,353
| +15% | +$121K | 0.02% | 510 |
|
|
2020
Q2 | $779K | Buy |
15,302
+864
| +6% | +$42.9K | 0.02% | 520 |
|
|
2020
Q1 | $709K | Sell |
14,438
-3,095
| -18% | -$155K | 0.03% | 480 |
|
|
2019
Q4 | $880K | Buy |
17,533
+3,747
| +27% | +$188K | 0.03% | 487 |
|
|
2019
Q3 | $693K | Buy |
13,786
+1,703
| +14% | +$85.8K | 0.02% | 502 |
|
|
2019
Q2 | $601K | Sell |
12,083
-6,893
| -36% | -$339K | 0.02% | 513 |
|
|
2019
Q1 | $926K | Sell |
18,976
-823
| -4% | -$39.5K | 0.04% | 378 |
|
|
2018
Q4 | $939K | Buy |
19,799
+1,405
| +8% | +$65.4K | 0.05% | 345 |
|
|
2018
Q3 | $858K | Buy |
18,394
+3,662
| +25% | +$172K | 0.04% | 384 |
|
|
2018
Q2 | $694K | Sell |
14,732
-1,316
| -8% | -$61.8K | 0.04% | 387 |
|
|
2018
Q1 | $755K | Buy |
16,048
+131
| +0.8% | +$6.18K | 0.05% | 321 |
|
|
2017
Q4 | $766K | Buy |
15,917
+536
| +3% | +$25.8K | 0.06% | 278 |
|
|
2017
Q3 | $739K | Buy |
15,381
+5
| +0% | +$241 | 0.08% | 233 |
|
|
2017
Q2 | $735K | Hold |
15,376
| – | – | 0.08% | 216 |
|
|
2017
Q1 | $720K | Buy |
15,376
+2,198
| +17% | +$103K | 0.11% | 162 |
|
|
2016
Q4 | $611K | Buy |
+13,178
| New | +$624K | 0.28% | 87 |
|
Other funds holding ITM
CCWA
CI
TWIM
WJA
