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

Tradition 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 Q4	–	Sell	-1,518	Closed	-$66K	–	1181
2022 Q3	$66K	Hold	1,518	–	–	0.01%	449
2022 Q2	$69K	Hold	1,518	–	–	0.01%	411
2022 Q1	$72K	Hold	1,518	–	–	0.01%	443
2021 Q4	$78K	Hold	1,518	–	–	0.01%	449
2021 Q3	$78K	Hold	1,518	–	–	0.01%	411
2021 Q2	$79K	Hold	1,518	–	–	0.01%	435
2021 Q1	$78K	Hold	1,518	–	–	0.01%	355
2020 Q4	$79K	Buy	+1,518	New	+$78.2K	0.02%	328

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

DBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tradition Wealth Management's ITM Position: Q4 2022 in Review

Tradition Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 1,518 shares — an estimated $66K sold.

Tradition Wealth Management first reported a position in ITM in Q4 2020 and held it in 8 quarters. The position peaked at $79K in Q2 2021. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

Tradition Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 1,518 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $66K.
Tradition Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's VanEck Intermediate Muni ETF position peaked at $79K in Q2 2021.
164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.