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

WealthPLAN 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
2023 Q2	–	Sell	-499	Closed	-$25.8K	–	1325
2023 Q1	$25.8K	Buy	+499	New	+$25.8K	﹤0.01%	674
2022 Q1	–	Sell	-4,179	Closed	-$253K	–	392
2021 Q4	$253K	Sell	4,179 -20	-0.5%	-$1.25K	0.02%	344
2021 Q3	$262K	Sell	4,199 -2	-0%	-$127	0.02%	329
2021 Q2	$267K	Buy	4,201 +426	+11%	+$26.8K	0.02%	307
2021 Q1	$236K	Sell	3,775 -324	-8%	-$20.1K	0.02%	296
2020 Q4	$257K	Sell	4,099 -1,732	-30%	-$105K	0.02%	288
2020 Q3	$350K	Sell	5,831 -1,037	-15%	-$62.1K	0.03%	233
2020 Q2	$415K	Sell	6,868 -352	-5%	-$19.8K	0.04%	206
2020 Q1	$402K	Sell	7,220 -88	-1%	-$5.42K	0.05%	175
2019 Q4	$477K	Buy	+7,308	New	+$469K	0.06%	164

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's HYD Position: Q2 2023 in Review

WealthPLAN Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2023, closing a stake of 499 shares — an estimated $25.8K sold.

WealthPLAN Partners first reported a position in HYD in Q4 2019 and held it in 10 quarters. The position peaked at $477K in Q4 2019. 284 funds tracked by Wall St. Rank hold HYD as of Q2 2023.

WealthPLAN Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 499 VanEck High Yield Muni ETF shares in Q2 2023, an estimated $25.8K.
WealthPLAN Partners first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 10 quarters.
WealthPLAN Partners's VanEck High Yield Muni ETF position peaked at $477K in Q4 2019.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.