VM
HYD icon

Value Monitoring’s VanEck High Yield Muni ETF HYD Stock Holding History

Value Monitoring’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,589
Closed -$139K – 2
2022
Q2 		$139K Buy
+2,589
New +$141K 51.48% 1
2022
Q1 		– Sell
-9,603
Closed -$600K – 5
2021
Q4 		$600K Sell
9,603
-12,927
-57% -$805K 2.76% 4
2021
Q3 		$1.41M Sell
22,530
-37,727
-63% -$2.39M 24.77% 2
2021
Q2 		$3.83M Buy
60,257
+46,116
+326% +$2.9M 16.53% 2
2021
Q1 		$879K Sell
14,141
-20,205
-59% -$1.25M 5.9% 4
2020
Q4 		$2.11M Sell
34,346
-14,252
-29% -$861K 7.45% 4
2020
Q3 		$2.9M Sell
48,598
-23,052
-32% -$1.38M 27.94% 2
2020
Q2 		$4.25M Buy
+71,650
New +$4.04M 50.01% 1

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return