Summit Wealth & Retirement Planning’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,958	Closed	-$205K	–	75
2023 Q1	$205K	Sell	3,958 -4,975	-56%	-$257K	0.08%	102
2022 Q4	$452K	Sell	8,933 -2,167	-20%	-$110K	0.18%	65
2022 Q3	$554K	Hold	11,100	–	–	0.22%	57
2022 Q2	$598K	Buy	11,100 +175	+2%	+$9.55K	0.23%	56
2022 Q1	$627K	Sell	10,925 -350	-3%	-$20.9K	0.22%	59
2021 Q4	$704K	Hold	11,275	–	–	0.24%	52
2021 Q3	$704K	Hold	11,275	–	–	0.26%	52
2021 Q2	$717K	Hold	11,275	–	–	0.27%	54
2021 Q1	$701K	Hold	11,275	–	–	0.26%	61
2020 Q4	$694K	Sell	11,275 -1,250	-10%	-$75.5K	0.26%	66
2020 Q3	$749K	Hold	12,525	–	–	0.32%	55
2020 Q2	$742K	Sell	12,525 -1,275	-9%	-$71.8K	0.35%	55
2020 Q1	$721K	Sell	13,800 -1,300	-9%	-$80.1K	0.39%	56
2019 Q4	$967K	Hold	15,100	–	–	0.43%	46
2019 Q3	$973K	Hold	15,100	–	–	0.59%	38
2019 Q2	$963K	Buy	15,100 +500	+3%	+$31.5K	0.56%	42
2019 Q1	$916K	Hold	14,600	–	–	0.54%	43
2018 Q4	$891K	Buy	+14,600	New	+$890K	0.68%	36