United Capital Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $325K | Hold |
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|
2019
Q2 | $321K | Hold |
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|
2019
Q1 | $315K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $497K | Sell |
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|
2016
Q1 | $525K | Buy |
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|
2015
Q4 | $456K | Sell |
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|
2015
Q3 | $541K | Sell |
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|
2015
Q2 | $636K | Sell |
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|
2015
Q1 | $993K | Sell |
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|
2014
Q4 | $1.35M | Sell |
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|
2014
Q3 | $1.42M | Buy |
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|
2014
Q2 | $1.35M | Sell |
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|
2014
Q1 | $1.35M | Sell |
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|
2013
Q4 | $1.42M | Sell |
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|
2013
Q3 | $1.54M | Sell |
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|
2013
Q2 | $1.53M | Buy |
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