Summit Financial Group’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
2024
Q1
$442K Hold
8,455
0.16% 125
2023
Q4
$437K Sell
8,455
-825
-9% -$42.6K 0.17% 124
2023
Q3
$455K Sell
9,280
-131
-1% -$6.43K 0.19% 115
2023
Q2
$483K Sell
9,411
-255
-3% -$13.1K 0.19% 121
2023
Q1
$500K Sell
9,666
-2,035
-17% -$105K 0.19% 120
2022
Q4
$591K Buy
11,701
+975
+9% +$49.2K 0.23% 110
2022
Q3
$536K Hold
10,726
0.22% 110
2022
Q2
$578K Hold
10,726
0.22% 113
2022
Q1
$616K Sell
10,726
-225
-2% -$12.9K 0.21% 115
2021
Q4
$684K Buy
10,951
+1,120
+11% +$70K 0.22% 108
2021
Q3
$614K Buy
9,831
+1,040
+12% +$65K 0.22% 114
2021
Q2
$559K Buy
+8,791
New +$559K 0.21% 114