Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,135
| Closed | -$378K | – | 947 |
|
|
2024
Q4 | $378K | Sell |
22,135
-3,033
| -12% | -$51.8K | 0.01% | 643 |
|
|
2024
Q3 | $435K | Sell |
25,168
-2,663
| -10% | -$46K | 0.01% | 599 |
|
|
2024
Q2 | $473K | Sell |
27,831
-12,288
| -31% | -$209K | 0.01% | 549 |
|
|
2024
Q1 | $683K | Sell |
40,119
-4,167
| -9% | -$70.9K | 0.02% | 481 |
|
|
2023
Q4 | $757K | Sell |
44,286
-133,185
| -75% | -$2.28M | 0.03% | 390 |
|
|
2023
Q3 | $2.96M | Sell |
177,471
-20,787
| -10% | -$347K | 0.14% | 131 |
|
|
2023
Q2 | $3.34M | Buy |
198,258
+28,428
| +17% | +$479K | 0.15% | 117 |
|
|
2023
Q1 | $2.89M | Sell |
169,830
-30,095
| -15% | -$512K | 0.12% | 138 |
|
|
2022
Q4 | $3.37M | Sell |
199,925
-2,897
| -1% | -$48.9K | 0.16% | 108 |
|
|
2022
Q3 | $3.37M | Buy |
202,822
+78,697
| +63% | +$1.31M | 0.19% | 94 |
|
|
2022
Q2 | $2.12M | Buy |
124,125
+112,562
| +973% | +$1.93M | 0.13% | 109 |
|
|
2022
Q1 | $198K | Buy |
+11,563
| New | +$198K | 0.01% | 524 |
|
|
2021
Q2 | – | Sell |
-8,006
| Closed | -$144K | – | 1662 |
|
|
2021
Q1 | $144K | Buy |
+8,006
| New | +$144K | 0.01% | 562 |
|