United Capital Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
+14,197
| New | +$713K | 0.01% | 676 |
|
|
2025
Q1 | – | Sell |
-7,080
| Closed | -$368K | – | 1080 |
|
|
2024
Q4 | $368K | Buy |
+7,080
| New | +$368K | ﹤0.01% | 816 |
|
|
2024
Q2 | – | Sell |
-3,869
| Closed | -$202K | – | 1059 |
|
|
2024
Q1 | $202K | Sell |
3,869
-17,913
| -82% | -$936K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $1.12M | Buy |
+21,782
| New | +$1.12M | 0.01% | 530 |
|
|
2023
Q2 | – | Sell |
-5,022
| Closed | -$260K | – | 930 |
|
|
2023
Q1 | $260K | Sell |
5,022
-74,430
| -94% | -$3.85M | ﹤0.01% | 854 |
|
|
2022
Q4 | $4.02M | Buy |
79,452
+73,149
| +1,161% | +$3.7M | 0.02% | 362 |
|
|
2022
Q3 | $315K | Buy |
6,303
+329
| +6% | +$16.4K | ﹤0.01% | 894 |
|
|
2022
Q2 | $322K | Sell |
5,974
-583
| -9% | -$31.4K | ﹤0.01% | 919 |
|
|
2022
Q1 | $376K | Buy |
6,557
+302
| +5% | +$17.3K | ﹤0.01% | 920 |
|
|
2021
Q4 | $391K | Buy |
6,255
+194
| +3% | +$12.1K | ﹤0.01% | 931 |
|
|
2021
Q3 | $379K | Buy |
+6,061
| New | +$379K | ﹤0.01% | 935 |
|
|
2020
Q1 | – | Sell |
-3,126
| Closed | -$200K | – | 1265 |
|
|
2019
Q4 | $200K | Hold |
3,126
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q3 | $201K | Sell |
3,126
-5,510
| -64% | -$354K | ﹤0.01% | 1185 |
|
|
2019
Q2 | $551K | Buy |
8,636
+1,037
| +14% | +$66.2K | ﹤0.01% | 1009 |
|
|
2019
Q1 | $477K | Buy |
7,599
+78
| +1% | +$4.9K | ﹤0.01% | 982 |
|
|
2018
Q4 | $459K | Sell |
7,521
-1,441
| -16% | -$87.9K | ﹤0.01% | 947 |
|
|
2018
Q3 | $558K | Buy |
8,962
+4,273
| +91% | +$266K | ﹤0.01% | 940 |
|
|
2018
Q2 | $295K | Buy |
4,689
+258
| +6% | +$16.2K | ﹤0.01% | 1084 |
|
|
2018
Q1 | $275K | Buy |
4,431
+431
| +11% | +$26.7K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $250K | Buy |
4,000
+87
| +2% | +$5.44K | ﹤0.01% | 1174 |
|
|
2017
Q3 | $245K | Buy |
3,913
+119
| +3% | +$7.45K | ﹤0.01% | 1183 |
|
|
2017
Q2 | $235K | Sell |
3,794
-286
| -7% | -$17.7K | ﹤0.01% | 1156 |
|
|
2017
Q1 | $249K | Buy |
+4,080
| New | +$249K | ﹤0.01% | 1115 |
|
|
2016
Q3 | – | Sell |
-5,199
| Closed | -$333K | – | 1285 |
|
|
2016
Q2 | $333K | Sell |
5,199
-547
| -10% | -$35K | ﹤0.01% | 1010 |
|
|
2016
Q1 | $360K | Sell |
5,746
-2,458
| -30% | -$154K | ﹤0.01% | 951 |
|
|
2015
Q4 | $507K | Sell |
8,204
-1,871
| -19% | -$116K | 0.01% | 880 |
|
|
2015
Q3 | $616K | Buy |
10,075
+2,521
| +33% | +$154K | 0.01% | 830 |
|
|
2015
Q2 | $452K | Buy |
+7,554
| New | +$452K | 0.01% | 954 |
|