Strategic Wealth Partners’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 | $11.6K | Buy |
+255
| New | +$11.6K | ﹤0.01% | 755 |
|
|
2019
Q4 | – | Sell |
-962
| Closed | -$48 | – | 309 |
|
|
2019
Q3 | $48 | Hold |
962
| – | – | ﹤0.01% | 301 |
|
|
2019
Q2 | $47K | Sell |
962
-550
| -36% | -$26.9K | 0.02% | 236 |
|
|
2019
Q1 | $74K | Hold |
1,512
| – | – | 0.03% | 204 |
|
|
2018
Q4 | $76K | Buy |
+1,512
| New | +$76K | 0.04% | 197 |
|
|
2018
Q3 | – | Sell |
-3,064
| Closed | -$144K | – | 668 |
|
|
2018
Q2 | $144K | Sell |
3,064
-1,059
| -26% | -$49.8K | 0.08% | 163 |
|
|
2018
Q1 | $194K | Hold |
4,123
| – | – | 0.1% | 156 |
|
|
2017
Q4 | $200K | Buy |
+4,123
| New | +$200K | 0.11% | 148 |
|