Wealth Enhancement Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Sell |
643,409
-44,999
| -7% | -$2.05M | 0.05% | 320 |
|
|
2025
Q1 | $31.3M | Sell |
688,408
-62,132
| -8% | -$2.83M | 0.06% | 296 |
|
|
2024
Q4 | $34.6M | Sell |
750,540
-52,314
| -7% | -$2.41M | 0.07% | 267 |
|
|
2024
Q3 | $37.7M | Buy |
802,854
+3,817
| +0.5% | +$179K | 0.08% | 233 |
|
|
2024
Q2 | $36.6M | Sell |
799,037
-41,541
| -5% | -$1.9M | 0.09% | 219 |
|
|
2024
Q1 | $39.1M | Sell |
840,578
-112,525
| -12% | -$5.23M | 0.1% | 203 |
|
|
2023
Q4 | $44.8M | Sell |
953,103
-326,100
| -25% | -$15.3M | 0.13% | 161 |
|
|
2023
Q3 | $56.4M | Buy |
1,279,203
+672,901
| +111% | +$29.7M | 0.19% | 119 |
|
|
2023
Q2 | $27.9M | Sell |
606,302
-215,840
| -26% | -$9.94M | 0.3% | 44 |
|
|
2023
Q1 | $38.2M | Buy |
822,142
+145,012
| +21% | +$6.74M | 0.45% | 37 |
|
|
2022
Q4 | $31.6M | Buy |
677,130
+125,648
| +23% | +$5.86M | 0.41% | 43 |
|
|
2022
Q3 | $24.4M | Sell |
551,482
-58,201
| -10% | -$2.57M | 0.35% | 51 |
|
|
2022
Q2 | $28M | Buy |
609,683
+210,186
| +53% | +$9.66M | 0.39% | 47 |
|
|
2022
Q1 | $18.9M | Buy |
399,497
+355,131
| +800% | +$16.8M | 0.25% | 57 |
|
|
2021
Q4 | $2.2M | Buy |
44,366
+35,245
| +386% | +$1.75M | 0.03% | 167 |
|
|
2021
Q3 | $464K | Buy |
9,121
+293
| +3% | +$14.9K | 0.01% | 253 |
|
|
2021
Q2 | $461K | Buy |
8,828
+1,622
| +23% | +$84.7K | 0.01% | 238 |
|
|
2021
Q1 | $369K | Buy |
+7,206
| New | +$369K | 0.01% | 236 |
|