WealthShield 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
Q2 | $273K | Hold |
15,813
| – | – | 0.03% | 288 |
|
|
2025
Q1 | $271K | Buy |
15,813
+10,851
| +219% | +$186K | 0.03% | 280 |
|
|
2024
Q4 | $84.8K | Sell |
4,962
-3,487
| -41% | -$59.6K | 0.01% | 355 |
|
|
2024
Q3 | $146K | Sell |
8,449
-1,513
| -15% | -$26.2K | 0.02% | 322 |
|
|
2024
Q2 | $169K | Sell |
9,962
-3,161
| -24% | -$53.7K | 0.03% | 287 |
|
|
2024
Q1 | $223K | Sell |
13,123
-4,962
| -27% | -$84.5K | 0.04% | 260 |
|
|
2023
Q4 | $309K | Sell |
18,085
-120
| -0.7% | -$2.05K | 0.05% | 237 |
|
|
2023
Q3 | $304K | Hold |
18,205
| – | – | 0.05% | 250 |
|
|
2023
Q2 | $306K | Hold |
18,205
| – | – | 0.05% | 250 |
|
|
2023
Q1 | $309K | Hold |
18,205
| – | – | 0.05% | 251 |
|
|
2022
Q4 | $307K | Sell |
18,205
-10
| -0.1% | -$169 | 0.06% | 241 |
|
|
2022
Q3 | $303K | Hold |
18,215
| – | – | 0.06% | 243 |
|
|
2022
Q2 | $311K | Hold |
18,215
| – | – | 0.06% | 245 |
|
|
2022
Q1 | $312K | Hold |
18,215
| – | – | 0.05% | 280 |
|
|
2021
Q4 | $326K | Buy |
18,215
+5,750
| +46% | +$103K | 0.05% | 224 |
|
|
2021
Q3 | $224K | Buy |
+12,465
| New | +$224K | 0.06% | 217 |
|
|
2021
Q1 | – | Sell |
-11,494
| Closed | -$208K | – | 1186 |
|
|
2020
Q4 | $208K | Hold |
11,494
| – | – | 0.04% | 284 |
|
|
2020
Q3 | $208K | Hold |
11,494
| – | – | 0.07% | 235 |
|
|
2020
Q2 | $207K | Hold |
11,494
| – | – | 0.1% | 195 |
|
|
2020
Q1 | $200K | Sell |
11,494
-2,562
| -18% | -$44.6K | 0.12% | 155 |
|
|
2019
Q4 | $250K | Hold |
14,056
| – | – | 0.12% | 159 |
|
|
2019
Q3 | $249K | Hold |
14,056
| – | – | 0.13% | 149 |
|
|
2019
Q2 | $249K | Hold |
14,056
| – | – | 0.14% | 132 |
|
|
2019
Q1 | $247K | Hold |
14,056
| – | – | 0.14% | 122 |
|
|
2018
Q4 | $244K | Sell |
14,056
-946
| -6% | -$16.4K | 0.17% | 104 |
|
|
2018
Q3 | $258K | Sell |
15,002
-2,689
| -15% | -$46.2K | 0.15% | 108 |
|
|
2018
Q2 | $305K | Hold |
17,691
| – | – | 0.19% | 84 |
|
|
2018
Q1 | $305K | Buy |
17,691
+1,522
| +9% | +$26.2K | 0.19% | 83 |
|
|
2017
Q4 | $279K | Buy |
+16,169
| New | +$279K | 0.17% | 102 |
|