Stokes Family Office’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
$426K Sell
9,361
-2,860
-23% -$130K 0.04% 177
2025
Q1
$556K Buy
12,221
+250
+2% +$11.4K 0.06% 148
2024
Q4
$552K Sell
11,971
-147
-1% -$6.78K 0.06% 151
2024
Q3
$569K Buy
+12,118
New +$569K 0.06% 143
2023
Q4
Sell
-76,592
Closed -$3.38M 273
2023
Q3
$3.38M Buy
76,592
+24,893
+48% +$1.1M 0.4% 60
2023
Q2
$2.38M Buy
51,699
+9,717
+23% +$448K 0.28% 73
2023
Q1
$1.95M Buy
41,982
+2,246
+6% +$104K 0.24% 78
2022
Q4
$1.81M Sell
39,736
-806
-2% -$36.8K 0.23% 76
2022
Q3
$1.77M Buy
40,542
+21,166
+109% +$921K 0.25% 79
2022
Q2
$885K Buy
+19,376
New +$885K 0.12% 118
2022
Q1
Sell
-4,976
Closed -$255K 269
2021
Q4
$255K Buy
+4,976
New +$255K 0.03% 215