Waverly Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
20,338
+5,375
| +36% | +$270K | 0.01% | 613 |
|
|
2025
Q1 | $766K | Sell |
14,963
-285
| -2% | -$14.6K | 0.01% | 666 |
|
|
2024
Q4 | $792K | Sell |
15,248
-2,600
| -15% | -$135K | 0.01% | 571 |
|
|
2024
Q3 | $947K | Sell |
17,848
-340
| -2% | -$18K | 0.02% | 456 |
|
|
2024
Q2 | $939K | Sell |
18,188
-920
| -5% | -$47.5K | 0.02% | 439 |
|
|
2024
Q1 | $999K | Buy |
+19,108
| New | +$999K | 0.02% | 369 |
|