Total Clarity Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Total Clarity Wealth Management’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-199	Closed	-$9K	–	598
2022 Q2	$9K	Buy	+199	New	+$9.09K	﹤0.01%	691
2022 Q1	–	Sell	-199	Closed	-$10K	–	556
2021 Q4	$10K	Hold	199	–	–	﹤0.01%	697
2021 Q3	$10K	Buy	+199	New	+$10.3K	﹤0.01%	675
2021 Q2	–	Sell	-199	Closed	-$10K	–	455
2021 Q1	$10K	Buy	+199	New	+$10.3K	0.01%	560
2020 Q1	–	Sell	-199	Closed	-$10K	–	350
2019 Q4	$10K	Buy	+199	New	+$10K	0.01%	496

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Total Clarity Wealth Management's ITM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 199 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in ITM in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

Total Clarity Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 199 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $9K.
Total Clarity Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's VanEck Intermediate Muni ETF position peaked at $10K in Q4 2021.
157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.