Waverly Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Waverly Advisors’s Portfolio ITM Stock Details ITM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.07M	Sell
2025 Q2	$2.03M	Buy
2025 Q1	$1.33M	Sell
2024 Q4	$1.36M	Sell
2024 Q3	$1.43M	Buy
2024 Q2	$541K	Buy
2024 Q1	$506K	Buy