StrategIQ Financial Group’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
2023
Q4
$610K Sell
12,972
-2,165
-14% -$102K 0.07% 194
2023
Q3
$668K Sell
15,137
-300
-2% -$13.2K 0.08% 180
2023
Q2
$711K Sell
15,437
-1,300
-8% -$59.9K 0.08% 172
2023
Q1
$778K Buy
16,737
+1,655
+11% +$76.9K 0.09% 150
2022
Q4
$688K Buy
15,082
+3,385
+29% +$154K 0.08% 155
2022
Q3
$509K Sell
11,697
-500
-4% -$21.8K 0.06% 181
2022
Q2
$557K Sell
12,197
-3,282
-21% -$150K 0.07% 176
2022
Q1
$732K Sell
15,479
-390
-2% -$18.4K 0.08% 165
2021
Q4
$814K Sell
15,869
-100
-0.6% -$5.13K 0.08% 157
2021
Q3
$818K Hold
15,969
0.16% 115
2021
Q2
$828K Sell
15,969
-1,610
-9% -$83.5K 0.16% 113
2021
Q1
$901K Hold
17,579
0.19% 103
2020
Q4
$915K Sell
17,579
-700
-4% -$36.4K 0.2% 95
2020
Q3
$937K Buy
18,279
+2,970
+19% +$152K 0.23% 78
2020
Q2
$780K Buy
15,309
+490
+3% +$25K 0.21% 94
2020
Q1
$728K Buy
14,819
+500
+3% +$24.6K 0.23% 88
2019
Q4
$719K Sell
14,319
-3,073
-18% -$154K 0.19% 111
2019
Q3
$875K Buy
17,392
+3
+0% +$151 0.25% 93
2019
Q2
$865K Sell
17,389
-247
-1% -$12.3K 0.25% 92
2019
Q1
$861K Buy
17,636
+3
+0% +$146 0.26% 90
2018
Q4
$837K Sell
17,633
-5,708
-24% -$271K 0.29% 83
2018
Q3
$1.09M Sell
23,341
-7,461
-24% -$348K 0.34% 65
2018
Q2
$1.45M Sell
30,802
-9,262
-23% -$437K 0.5% 53
2018
Q1
$1.89M Buy
40,064
+2,040
+5% +$96K 0.75% 34
2017
Q4
$1.83M Buy
38,024
+1,402
+4% +$67.5K 0.71% 42
2017
Q3
$1.76M Buy
36,622
+5,837
+19% +$281K 0.71% 35
2017
Q2
$1.47M Sell
30,785
-2,378
-7% -$114K 0.63% 40
2017
Q1
$1.56M Buy
33,163
+1,852
+6% +$86.8K 0.7% 35
2016
Q4
$1.45M Buy
31,311
+230
+0.7% +$10.7K 0.73% 36
2016
Q3
$1.53M Buy
31,081
+3,473
+13% +$171K 0.84% 33
2016
Q2
$1.37M Buy
27,608
+3,292
+14% +$164K 0.8% 35
2016
Q1
$1.18M Sell
24,316
-5,391
-18% -$261K 1.1% 21
2015
Q4
$1.42M Buy
+29,707
New +$1.42M 1.46% 16