WealthShield Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
8,212
-242
| -3% | -$5.08K | 0.02% | 339 |
|
|
2025
Q1 | $183K | Buy |
8,454
+68
| +0.8% | +$1.47K | 0.02% | 328 |
|
|
2024
Q4 | $180K | Buy |
8,386
+244
| +3% | +$5.25K | 0.03% | 292 |
|
|
2024
Q3 | $189K | Sell |
8,142
-1,026
| -11% | -$23.8K | 0.03% | 300 |
|
|
2024
Q2 | $202K | Buy |
9,168
+1,312
| +17% | +$28.9K | 0.03% | 277 |
|
|
2024
Q1 | $170K | Sell |
7,856
-1,795
| -19% | -$38.9K | 0.03% | 283 |
|
|
2023
Q4 | $204K | Buy |
9,651
+503
| +5% | +$10.7K | 0.03% | 275 |
|
|
2023
Q3 | $173K | Sell |
9,148
-1,790
| -16% | -$33.8K | 0.03% | 299 |
|
|
2023
Q2 | $231K | Sell |
10,938
-1,607
| -13% | -$34K | 0.03% | 276 |
|
|
2023
Q1 | $272K | Sell |
12,545
-2,417
| -16% | -$52.4K | 0.04% | 262 |
|
|
2022
Q4 | $321K | Sell |
14,962
-1,295
| -8% | -$27.8K | 0.06% | 238 |
|
|
2022
Q3 | $335K | Buy |
16,257
+1,847
| +13% | +$38.1K | 0.07% | 236 |
|
|
2022
Q2 | $332K | Sell |
14,410
-3,863
| -21% | -$89K | 0.07% | 237 |
|
|
2022
Q1 | $462K | Sell |
18,273
-34,999
| -66% | -$885K | 0.07% | 241 |
|
|
2021
Q4 | $1.58M | Buy |
+53,272
| New | +$1.58M | 0.26% | 81 |
|