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Waypoint Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Waypoint Wealth Partners’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,151
Closed -$421K – 76
2023
Q4 		$421K Buy
+8,151
New +$404K 0.13% 51

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Northwestern Mutual Wealth Management
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GC
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Morgan Stanley
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AssetMark Inc
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Goldman Sachs
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Waypoint Wealth Partners's HYD Position: Q1 2024 in Review

Waypoint Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 8,151 shares — an estimated $421K sold.

Waypoint Wealth Partners first reported a position in HYD in Q4 2023 and held it in 1 quarter. The position peaked at $421K in Q4 2023. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

  • Waypoint Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Waypoint Wealth Partners sold 8,151 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $421K.
  • Waypoint Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2023 and held it in 1 quarter.
  • Waypoint Wealth Partners's VanEck High Yield Muni ETF position peaked at $421K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Waypoint Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.