Stratos Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,874
| Closed | -$253K | – | 700 |
|
2024
Q4 | $253K | Sell |
4,874
-1,506
| -24% | -$78.2K | 0.01% | 617 |
|
2024
Q3 | $339K | Sell |
6,380
-1,344
| -17% | -$71.3K | 0.02% | 587 |
|
2024
Q2 | $399K | Buy |
7,724
+1,678
| +28% | +$86.7K | 0.02% | 519 |
|
2024
Q1 | $316K | Buy |
+6,046
| New | +$316K | 0.02% | 545 |
|
2023
Q4 | – | Sell |
-5,440
| Closed | -$267K | – | 707 |
|
2023
Q3 | $267K | Sell |
5,440
-4,120
| -43% | -$202K | 0.02% | 558 |
|
2023
Q2 | $491K | Sell |
9,560
-1,625
| -15% | -$83.4K | 0.03% | 433 |
|
2023
Q1 | $579K | Buy |
11,185
+2,990
| +36% | +$155K | 0.04% | 391 |
|
2022
Q4 | $414K | Buy |
+8,195
| New | +$414K | 0.03% | 430 |
|
2022
Q3 | – | Sell |
-3,890
| Closed | -$210K | – | 509 |
|
2022
Q2 | $210K | Buy |
+3,890
| New | +$210K | 0.02% | 483 |
|
2021
Q2 | – | Sell |
-3,858
| Closed | -$240K | – | 543 |
|
2021
Q1 | $240K | Buy |
3,858
+364
| +10% | +$22.6K | 0.03% | 434 |
|
2020
Q4 | $215K | Buy |
+3,494
| New | +$215K | 0.03% | 376 |
|