Vaughan & Co Securities’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,146
| Closed | -$455K | – | 58 |
|
|
2022
Q1 | $455K | Buy |
4,146
+179
| +5% | +$19.6K | 0.31% | 41 |
|
|
2021
Q4 | $461K | Sell |
3,967
-507
| -11% | -$58.9K | 0.31% | 43 |
|
|
2021
Q3 | $520K | Buy |
4,474
+67
| +2% | +$7.79K | 0.39% | 40 |
|
|
2021
Q2 | $517K | Buy |
4,407
+230
| +6% | +$27K | 0.38% | 39 |
|
|
2021
Q1 | $485K | Buy |
4,177
+273
| +7% | +$31.7K | 0.39% | 38 |
|
|
2020
Q4 | $458K | Sell |
3,904
-366
| -9% | -$42.9K | 0.41% | 28 |
|
|
2020
Q3 | $495K | Hold |
4,270
| – | – | 0.52% | 25 |
|
|
2020
Q2 | $493K | Hold |
4,270
| – | – | 0.54% | 22 |
|
|
2020
Q1 | $483K | Sell |
4,270
-86
| -2% | -$9.72K | 0.61% | 19 |
|
|
2019
Q4 | $496K | Buy |
+4,356
| New | +$496K | 0.45% | 40 |
|