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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return