Summit Financial’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
$389K Buy
8,546
+2,281
+36% +$104K 0.01% 624
2025
Q1
$285K Buy
6,265
+61
+1% +$2.78K 0.01% 621
2024
Q4
$286K Buy
6,204
+1,120
+22% +$51.6K 0.01% 551
2024
Q3
$239K Sell
5,084
-1,937
-28% -$90.9K 0.01% 495
2024
Q2
$322K Buy
+7,021
New +$322K 0.01% 406