Valley Wealth Managers’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$956 | – | 339 |
|
|
2025
Q1 | $956 | Sell |
21
-31
| -60% | -$1.41K | ﹤0.01% | 336 |
|
|
2024
Q4 | $2.4K | Hold |
52
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $2.44K | Hold |
52
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $2.38K | Sell |
52
-275
| -84% | -$12.6K | ﹤0.01% | 334 |
|
|
2024
Q1 | $15.2K | Hold |
327
| – | – | ﹤0.01% | 252 |
|
|
2023
Q4 | $15.4K | Hold |
327
| – | – | ﹤0.01% | 262 |
|
|
2023
Q3 | $14.4K | Hold |
327
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $15.1K | Hold |
327
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $15.2K | Hold |
327
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $14.9K | Hold |
327
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $14K | Sell |
327
-1,150
| -78% | -$49.2K | ﹤0.01% | 308 |
|
|
2022
Q2 | $68K | Buy |
+1,477
| New | +$68K | 0.01% | 231 |
|