Stratos 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 | $307K | Buy |
6,741
+2
| +0% | +$91 | ﹤0.01% | 1128 |
|
|
2025
Q1 | $307K | Buy |
6,739
+2
| +0% | +$91 | ﹤0.01% | 1085 |
|
|
2024
Q4 | $311K | Sell |
6,737
-324
| -5% | -$14.9K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $332K | Buy |
+7,061
| New | +$332K | ﹤0.01% | 1103 |
|
|
2019
Q3 | – | Sell |
-24,094
| Closed | -$1.2M | – | 983 |
|
|
2019
Q2 | $1.2M | Sell |
24,094
-1,451
| -6% | -$72.2K | 0.05% | 315 |
|
|
2019
Q1 | $1.25M | Sell |
25,545
-1,079
| -4% | -$52.7K | 0.06% | 310 |
|
|
2018
Q4 | $1.26M | Buy |
+26,624
| New | +$1.26M | 0.07% | 284 |
|
|
2018
Q3 | – | Sell |
-31,163
| Closed | -$1.47M | – | 3011 |
|
|
2018
Q2 | $1.47M | Sell |
31,163
-2,695
| -8% | -$127K | 0.07% | 282 |
|
|
2018
Q1 | $1.59M | Buy |
33,858
+69
| +0.2% | +$3.25K | 0.07% | 271 |
|
|
2017
Q4 | $1.63M | Sell |
33,789
-406
| -1% | -$19.6K | 0.07% | 257 |
|
|
2017
Q3 | $1.65M | Sell |
34,195
-2,442
| -7% | -$117K | 0.08% | 249 |
|
|
2017
Q2 | $1.75M | Buy |
36,637
+3,043
| +9% | +$146K | 0.09% | 209 |
|
|
2017
Q1 | $1.58M | Buy |
33,594
+16,635
| +98% | +$780K | 0.09% | 208 |
|
|
2016
Q4 | $787K | Sell |
16,959
-34,924
| -67% | -$1.62M | 0.05% | 302 |
|
|
2016
Q3 | $2.55M | Buy |
51,883
+16,243
| +46% | +$799K | 0.17% | 119 |
|
|
2016
Q2 | $1.77M | Buy |
+35,640
| New | +$1.77M | 0.13% | 155 |
|
|
2016
Q1 | – | Sell |
-35,659
| Closed | -$1.71M | – | 618 |
|
|
2015
Q4 | $1.71M | Buy |
35,659
+1,211
| +4% | +$58K | 0.14% | 122 |
|
|
2015
Q3 | $1.63M | Buy |
34,448
+373
| +1% | +$17.6K | 0.2% | 97 |
|
|
2015
Q2 | $1.58M | Buy |
34,075
+12,488
| +58% | +$579K | 0.2% | 105 |
|
|
2015
Q1 | $1.03M | Buy |
+21,587
| New | +$1.03M | 0.12% | 168 |
|
|
2014
Q4 | – | Sell |
-20,183
| Closed | -$947K | – | 521 |
|
|
2014
Q3 | $947K | Buy |
+20,183
| New | +$947K | 0.22% | 105 |
|