Visionary Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Visionary Wealth Advisors’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,993	Closed	-$232K	–	514
2024 Q1	$232K	Buy	4,993 +21	+0.4%	+$979	0.02%	450
2023 Q4	$234K	Buy	4,972 +21	+0.4%	+$945	0.02%	436
2023 Q3	$218K	Buy	4,951 +20	+0.4%	+$910	0.02%	414
2023 Q2	$227K	Buy	4,931 +20	+0.4%	+$922	0.02%	414
2023 Q1	$228K	Buy	+4,911	New	+$226K	0.02%	401
2021 Q2	–	Sell	-4,319	Closed	-$221K	–	343
2021 Q1	$221K	Buy	+4,319	New	+$223K	0.02%	296

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Visionary Wealth Advisors's ITM Position: Q2 2024 in Review

Visionary Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 4,993 shares — an estimated $232K sold.

Visionary Wealth Advisors first reported a position in ITM in Q1 2021 and held it in 6 quarters. The position peaked at $234K in Q4 2023. 164 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

Visionary Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 4,993 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $232K.
Visionary Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 6 quarters.
Visionary Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $234K in Q4 2023.
164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Visionary Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.