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
2026 Q1	$348K	Hold	7,496	–	–	﹤0.01%	1259
2025 Q4	$352K	Buy	+7,496	New	+$352K	﹤0.01%	1107
2020 Q4	–	Sell	-4,500	Closed	-$231K	–	1213
2020 Q3	$231K	Hold	4,500	–	–	﹤0.01%	1034
2020 Q2	$229K	Hold	4,500	–	–	﹤0.01%	1062
2020 Q1	$221K	Sell	4,500 -1,951	-30%	-$97.7K	﹤0.01%	1042
2019 Q4	$324K	Hold	6,451	–	–	﹤0.01%	1113
2019 Q3	$325K	Hold	6,451	–	–	﹤0.01%	1058
2019 Q2	$321K	Hold	6,451	–	–	﹤0.01%	1176
2019 Q1	$315K	Buy	+6,451	New	+$309K	﹤0.01%	1111
2016 Q3	–	Sell	-9,936	Closed	-$497K	–	1289
2016 Q2	$497K	Sell	9,936 -905	-8%	-$44.3K	0.01%	918
2016 Q1	$525K	Buy	10,841 +1,327	+14%	+$64.3K	0.01%	861
2015 Q4	$456K	Sell	9,514 -1,926	-17%	-$91.3K	0.01%	910
2015 Q3	$541K	Sell	11,440 -2,277	-17%	-$106K	0.01%	872
2015 Q2	$636K	Sell	13,717 -7,333	-35%	-$343K	0.01%	838
2015 Q1	$993K	Sell	21,050 -7,431	-26%	-$354K	0.01%	722
2014 Q4	$1.35M	Sell	28,481 -1,675	-6%	-$79K	0.02%	571
2014 Q3	$1.42M	Buy	30,156 +1,159	+4%	+$54.1K	0.02%	516
2014 Q2	$1.35M	Sell	28,997 -672	-2%	-$31.1K	0.03%	495
2014 Q1	$1.35M	Sell	29,669 -2,498	-8%	-$113K	0.03%	423
2013 Q4	$1.42M	Sell	32,167 -2,282	-7%	-$102K	0.05%	289
2013 Q3	$1.54M	Sell	34,449 -342	-1%	-$15K	0.05%	290
2013 Q2	$1.53M	Buy	+34,791	New	+$1.62M	0.04%	343