VWM
VCI Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
14,036
+387
| +3% | +$7.78K | 0.1% | 101 |
|
|
2025
Q1 | $274K | Sell |
13,649
-1,297
| -9% | -$26.1K | 0.12% | 101 |
|
|
2024
Q4 | $300K | Sell |
14,946
-903
| -6% | -$18.1K | 0.13% | 82 |
|
|
2024
Q3 | $319K | Sell |
15,849
-164
| -1% | -$3.3K | 0.14% | 90 |
|
|
2024
Q2 | $321K | Buy |
16,013
+3,988
| +33% | +$80K | 0.16% | 87 |
|
|
2024
Q1 | $241K | Sell |
12,025
-526
| -4% | -$10.5K | 0.16% | 97 |
|
|
2023
Q4 | $252K | Buy |
+12,551
| New | +$252K | 0.15% | 97 |
|