Vertex Planning Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Sell |
39,749
-5,302
| -12% | -$124K | 0.19% | 69 |
|
|
2025
Q1 | $1.06M | Sell |
45,051
-3,641
| -7% | -$86K | 0.23% | 58 |
|
|
2024
Q4 | $1.16M | Sell |
48,692
-264
| -0.5% | -$6.29K | 0.26% | 56 |
|
|
2024
Q3 | $1.2M | Buy |
48,956
+2,220
| +5% | +$54.6K | 0.29% | 46 |
|
|
2024
Q2 | $1.12M | Buy |
46,736
+2,456
| +6% | +$59K | 0.29% | 45 |
|
|
2024
Q1 | $1.08M | Buy |
44,280
+185
| +0.4% | +$4.5K | 0.3% | 43 |
|
|
2023
Q4 | $1.08M | Buy |
44,095
+14,218
| +48% | +$349K | 0.32% | 38 |
|
|
2023
Q3 | $683K | Sell |
29,877
-17,656
| -37% | -$403K | 0.24% | 53 |
|
|
2023
Q2 | $1.15M | Sell |
47,533
-23,666
| -33% | -$573K | 0.39% | 40 |
|
|
2023
Q1 | $1.74M | Buy |
71,199
+21,176
| +42% | +$517K | 0.65% | 24 |
|
|
2022
Q4 | $1.19M | Buy |
+50,023
| New | +$1.19M | 0.46% | 29 |
|