WealthBridge Capital Management’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,220
| Closed | -$191K | – | 213 |
|
|
2024
Q2 | $191K | Sell |
11,220
-2,995
| -21% | -$50.9K | 0.06% | 182 |
|
|
2024
Q1 | $242K | Buy |
14,215
+16
| +0.1% | +$272 | 0.08% | 158 |
|
|
2023
Q4 | $243K | Buy |
14,199
+15
| +0.1% | +$256 | 0.09% | 149 |
|
|
2023
Q3 | $237K | Buy |
14,184
+14
| +0.1% | +$234 | 0.1% | 149 |
|
|
2023
Q2 | $239K | Sell |
14,170
-1,117
| -7% | -$18.8K | 0.1% | 158 |
|
|
2023
Q1 | $260K | Sell |
15,287
-1,188
| -7% | -$20.2K | 0.1% | 161 |
|
|
2022
Q4 | $278K | Sell |
16,475
-747
| -4% | -$12.6K | 0.12% | 153 |
|
|
2022
Q3 | $294K | Hold |
17,222
| – | – | 0.13% | 148 |
|
|
2022
Q2 | $294K | Sell |
17,222
-2,991
| -15% | -$51.1K | 0.13% | 148 |
|
|
2022
Q1 | $346K | Buy |
20,213
+2,600
| +15% | +$44.5K | 0.13% | 126 |
|
|
2021
Q4 | $315K | Buy |
17,613
+600
| +4% | +$10.7K | 0.12% | 125 |
|
|
2021
Q3 | $306K | Hold |
17,013
| – | – | 0.11% | 124 |
|
|
2021
Q2 | $307K | Sell |
17,013
-1,000
| -6% | -$18K | 0.11% | 127 |
|
|
2021
Q1 | $325K | Hold |
18,013
| – | – | 0.13% | 113 |
|
|
2020
Q4 | $326K | Sell |
18,013
-100
| -0.6% | -$1.81K | 0.14% | 105 |
|
|
2020
Q3 | $327K | Hold |
18,113
| – | – | 0.17% | 97 |
|
|
2020
Q2 | $326K | Sell |
18,113
-3,500
| -16% | -$63K | 0.18% | 88 |
|
|
2020
Q1 | $376K | Hold |
21,613
| – | – | 0.26% | 77 |
|
|
2019
Q4 | $385K | Buy |
21,613
+3,130
| +17% | +$55.8K | 0.25% | 82 |
|
|
2019
Q3 | $327K | Buy |
18,483
+107
| +0.6% | +$1.89K | 0.24% | 84 |
|
|
2019
Q2 | $318K | Buy |
18,376
+160
| +0.9% | +$2.77K | 0.29% | 74 |
|
|
2019
Q1 | $320K | Sell |
18,216
-160
| -0.9% | -$2.81K | 0.2% | 83 |
|
|
2018
Q4 | $318K | Buy |
+18,376
| New | +$318K | 0.24% | 74 |
|