Visionary Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,993
| Closed | -$232K | – | 514 |
|
2024
Q1 | $232K | Buy |
4,993
+21
| +0.4% | +$977 | 0.02% | 450 |
|
2023
Q4 | $234K | Buy |
4,972
+21
| +0.4% | +$988 | 0.02% | 436 |
|
2023
Q3 | $218K | Buy |
4,951
+20
| +0.4% | +$882 | 0.02% | 414 |
|
2023
Q2 | $227K | Buy |
4,931
+20
| +0.4% | +$921 | 0.02% | 414 |
|
2023
Q1 | $228K | Buy |
+4,911
| New | +$228K | 0.02% | 401 |
|
2021
Q2 | – | Sell |
-4,319
| Closed | -$221K | – | 343 |
|
2021
Q1 | $221K | Buy |
+4,319
| New | +$221K | 0.02% | 296 |
|