Transamerica Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1
| Closed | -$1K | – | 644 |
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 548 |
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 633 |
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 596 |
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 599 |
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 427 |
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 470 |
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 456 |
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 517 |
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 397 |
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 476 |
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 473 |
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 456 |
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 420 |
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 396 |
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 390 |
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 368 |
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 363 |
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 400 |
|
2016
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 403 |
|
2015
Q3 | – | Sell |
-5
| Closed | -$1K | – | 910 |
|
2015
Q2 | $1K | Sell |
5
-2,618
| -100% | -$524K | ﹤0.01% | 851 |
|
2015
Q1 | $47K | Sell |
2,623
-7,445
| -74% | -$133K | ﹤0.01% | 447 |
|
2014
Q4 | $177K | Buy |
10,068
+1,710
| +20% | +$30.1K | 0.01% | 277 |
|
2014
Q3 | $148K | Buy |
8,358
+727
| +10% | +$12.9K | 0.01% | 273 |
|
2014
Q2 | $135K | Buy |
7,631
+984
| +15% | +$17.4K | 0.01% | 295 |
|
2014
Q1 | $117K | Buy |
6,647
+1,412
| +27% | +$24.9K | 0.01% | 289 |
|
2013
Q4 | $93K | Buy |
5,235
+744
| +17% | +$13.2K | 0.01% | 281 |
|
2013
Q3 | $79K | Buy |
4,491
+84
| +2% | +$1.48K | 0.01% | 279 |
|
2013
Q2 | $78K | Buy |
+4,407
| New | +$78K | 0.01% | 248 |
|