Summit Wealth & Retirement Planning’s VanEck Long Muni ETF MLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-67,168	Closed	-$1.21M	–	87
2023 Q1	$1.21M	Sell	67,168 -10,977	-14%	-$198K	0.45%	29
2022 Q4	$1.36M	Buy	+78,145	New	+$1.36M	0.55%	28