Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
44,674
+15,481
| +53% | +$704K | 0.02% | 488 |
|
|
2025
Q1 | $1.33M | Sell |
29,193
-400
| -1% | -$18.2K | 0.02% | 554 |
|
|
2024
Q4 | $1.36M | Sell |
29,593
-850
| -3% | -$39.2K | 0.02% | 459 |
|
|
2024
Q3 | $1.43M | Buy |
30,443
+18,651
| +158% | +$876K | 0.03% | 386 |
|
|
2024
Q2 | $541K | Buy |
11,792
+902
| +8% | +$41.3K | 0.01% | 568 |
|
|
2024
Q1 | $506K | Buy |
+10,890
| New | +$506K | 0.01% | 475 |
|