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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Sell |
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|
2025
Q2 | $455K | Hold |
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $73.7K | Sell |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $746K | Sell |
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|
2022
Q1 | $819K | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $902K | Buy |
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|
2021
Q2 | $906K | Sell |
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|
2021
Q1 | $899K | Buy |
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|
2020
Q4 | $912K | Sell |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $779K | Buy |
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|
2020
Q1 | $709K | Sell |
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|
2019
Q4 | $880K | Buy |
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|
2019
Q3 | $693K | Buy |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $926K | Sell |
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|
2018
Q4 | $939K | Buy |
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|
2018
Q3 | $858K | Buy |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $755K | Buy |
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|
2017
Q4 | $766K | Buy |
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|
2017
Q3 | $739K | Buy |
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|
2017
Q2 | $735K | Hold |
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|
2017
Q1 | $720K | Buy |
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|
2016
Q4 | $611K | Buy |
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