Westside Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
20,251
-1,125
| -5% | -$51.2K | 0.17% | 122 |
|
|
2025
Q1 | $973K | Buy |
21,376
+773
| +4% | +$35.2K | 0.21% | 110 |
|
|
2024
Q4 | $950K | Buy |
20,603
+1,727
| +9% | +$79.6K | 0.2% | 118 |
|
|
2024
Q3 | $886K | Buy |
18,876
+1,779
| +10% | +$83.5K | 0.19% | 122 |
|
|
2024
Q2 | $784K | Buy |
17,097
+977
| +6% | +$44.8K | 0.18% | 121 |
|
|
2024
Q1 | $750K | Hold |
16,120
| – | – | 0.18% | 123 |
|
|
2023
Q4 | $758K | Buy |
16,120
+3,870
| +32% | +$182K | 0.19% | 114 |
|
|
2023
Q3 | $540K | Buy |
12,250
+6,900
| +129% | +$304K | 0.16% | 131 |
|
|
2023
Q2 | $246K | Buy |
5,350
+3,000
| +128% | +$138K | 0.07% | 184 |
|
|
2023
Q1 | $109K | Buy |
2,350
+1,600
| +213% | +$74.4K | 0.03% | 263 |
|
|
2022
Q4 | $34 | Buy |
+750
| New | +$34 | ﹤0.01% | 455 |
|
|
2022
Q3 | – | Sell |
-1,185
| Closed | -$54 | – | 824 |
|
|
2022
Q2 | $54 | Sell |
1,185
-1,200
| -50% | -$55 | ﹤0.01% | 404 |
|
|
2022
Q1 | $112 | Hold |
2,385
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $122 | Hold |
2,385
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $122 | Hold |
2,385
| – | – | ﹤0.01% | 328 |
|
|
2021
Q2 | $123 | Hold |
2,385
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $122 | Sell |
2,385
-200
| -8% | -$10 | ﹤0.01% | 314 |
|
|
2020
Q4 | $134 | Hold |
2,585
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $132 | Hold |
2,585
| – | – | ﹤0.01% | 282 |
|
|
2020
Q2 | $131 | Hold |
2,585
| – | – | ﹤0.01% | 259 |
|
|
2020
Q1 | $126 | Buy |
+2,585
| New | +$126 | ﹤0.01% | 264 |
|
|
2019
Q2 | $121 | Buy |
+2,450
| New | +$121 | ﹤0.01% | 229 |
|
|
2018
Q4 | $116K | Buy |
+2,450
| New | +$116K | 0.04% | 201 |
|
|
2018
Q3 | – | Sell |
-2,250
| Closed | -$106K | – | 773 |
|
|
2018
Q2 | $106K | Buy |
2,250
+75
| +3% | +$3.52K | 0.04% | 220 |
|
|
2018
Q1 | $102K | Buy |
2,175
+1,110
| +104% | +$52.1K | 0.06% | 212 |
|
|
2017
Q4 | $51.2K | Sell |
1,065
-66
| -6% | -$3.17K | 0.03% | 279 |
|
|
2017
Q3 | $54.4K | Hold |
1,131
| – | – | 0.03% | 260 |
|
|
2017
Q2 | $54K | Hold |
1,131
| – | – | 0.04% | 253 |
|
|
2017
Q1 | $53.1K | Buy |
+1,131
| New | +$53.1K | 0.03% | 251 |
|