Vertex Planning Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
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2025
Q1 | $602K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $667K | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $771K | Buy |
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