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 |
|