WealthSource Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-32,403
Closed -$1.41M 506
2022
Q3
$1.41M Sell
32,403
-1,525
-4% -$66.4K 0.1% 151
2022
Q2
$1.55M Buy
33,928
+27,591
+435% +$1.26M 0.11% 143
2022
Q1
$300K Buy
+6,337
New +$300K 0.02% 453
2019
Q4
Sell
-7,885
Closed -$397K 435
2019
Q3
$397K Sell
7,885
-1,600
-17% -$80.6K 0.06% 277
2019
Q2
$472K Buy
+9,485
New +$472K 0.07% 248