WealthSource Partners’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,866
| Closed | -$387K | – | 451 |
|
|
2019
Q3 | $387K | Sell |
21,866
-1,584
| -7% | -$28K | 0.06% | 280 |
|
|
2019
Q2 | $415K | Hold |
23,450
| – | – | 0.07% | 274 |
|
|
2019
Q1 | $412K | Buy |
23,450
+113
| +0.5% | +$1.99K | 0.09% | 200 |
|
|
2018
Q4 | $404K | Buy |
23,337
+447
| +2% | +$7.74K | 0.12% | 175 |
|
|
2018
Q3 | $393K | Buy |
22,890
+80
| +0.4% | +$1.37K | 0.1% | 175 |
|
|
2018
Q2 | $394K | Sell |
22,810
-654
| -3% | -$11.3K | 0.11% | 178 |
|
|
2018
Q1 | $404K | Buy |
23,464
+1,403
| +6% | +$24.2K | 0.12% | 169 |
|
|
2017
Q4 | $380K | Sell |
22,061
-493
| -2% | -$8.49K | 0.12% | 167 |
|
|
2017
Q3 | $395K | Buy |
22,554
+439
| +2% | +$7.69K | 0.13% | 169 |
|
|
2017
Q2 | $386K | Buy |
22,115
+5,229
| +31% | +$91.3K | 0.13% | 159 |
|
|
2017
Q1 | $295K | Buy |
+16,886
| New | +$295K | 0.11% | 202 |
|