TD Private Client Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
5,993
+852
+17% +$38.7K 0.01% 575
2025
Q1
$234K Sell
5,141
-59,584
-92% -$2.71M 0.01% 573
2024
Q4
$2.98M Buy
64,725
+62,855
+3,361% +$2.9M 0.08% 175
2024
Q3
$87.8K Hold
1,870
﹤0.01% 734
2024
Q2
$85.7K Hold
1,870
﹤0.01% 712
2024
Q1
$87K Hold
1,870
﹤0.01% 711
2023
Q4
$87.9K Sell
1,870
-1,551
-45% -$72.9K ﹤0.01% 708
2023
Q3
$151K Buy
+3,421
New +$151K 0.01% 589
2021
Q2
Sell
-9,423
Closed -$483K 1229
2021
Q1
$483K Buy
+9,423
New +$483K 0.02% 397