Westside Investment Management’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 | $1.16M | Buy |
67,462
+459
| +0.7% | +$7.92K | 0.22% | 105 |
|
|
2025
Q1 | $1.15M | Buy |
67,003
+268
| +0.4% | +$4.59K | 0.24% | 102 |
|
|
2024
Q4 | $1.14M | Buy |
66,735
+152
| +0.2% | +$2.6K | 0.24% | 102 |
|
|
2024
Q3 | $1.15M | Buy |
66,583
+40
| +0.1% | +$692 | 0.25% | 103 |
|
|
2024
Q2 | $1.13M | Buy |
66,543
+39
| +0.1% | +$663 | 0.26% | 98 |
|
|
2024
Q1 | $1.13M | Buy |
66,504
+23
| +0% | +$391 | 0.27% | 93 |
|
|
2023
Q4 | $1.14M | Buy |
66,481
+44
| +0.1% | +$752 | 0.29% | 93 |
|
|
2023
Q3 | $1.11M | Buy |
66,437
+30
| +0% | +$501 | 0.32% | 81 |
|
|
2023
Q2 | $1.12M | Buy |
66,407
+29
| +0% | +$488 | 0.32% | 82 |
|
|
2023
Q1 | $1.13M | Buy |
66,378
+16
| +0% | +$272 | 0.33% | 81 |
|
|
2022
Q4 | $1.12K | Buy |
66,362
+31
| +0% | +$1 | ﹤0.01% | 256 |
|
|
2022
Q3 | $1.1K | Buy |
66,331
+10,022
| +18% | +$167 | ﹤0.01% | 263 |
|
|
2022
Q2 | $962 | Buy |
56,309
+20,019
| +55% | +$342 | ﹤0.01% | 260 |
|
|
2022
Q1 | $620 | Buy |
36,290
+30,010
| +478% | +$513 | ﹤0.01% | 283 |
|
|
2021
Q4 | $112 | Buy |
6,280
+30
| +0.5% | +$1 | ﹤0.01% | 344 |
|
|
2021
Q3 | $112 | Buy |
6,250
+18
| +0.3% | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $112 | Buy |
6,232
+18
| +0.3% | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $112 | Buy |
6,214
+19
| +0.3% | – | ﹤0.01% | 322 |
|
|
2020
Q4 | $112 | Buy |
6,195
+22
| +0.4% | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $111 | Buy |
6,173
+23
| +0.4% | – | ﹤0.01% | 293 |
|
|
2020
Q2 | $110 | Buy |
6,150
+25
| +0.4% | – | ﹤0.01% | 267 |
|
|
2020
Q1 | $106 | Buy |
+6,125
| New | +$106 | ﹤0.01% | 272 |
|
|
2019
Q2 | $107 | Buy |
+6,053
| New | +$107 | ﹤0.01% | 245 |
|
|
2018
Q4 | $104K | Buy |
+6,005
| New | +$104K | 0.04% | 208 |
|
|
2018
Q3 | – | Sell |
-5,959
| Closed | -$103K | – | 809 |
|
|
2018
Q2 | $103K | Buy |
5,959
+22
| +0.4% | +$381 | 0.04% | 225 |
|
|
2018
Q1 | $102K | Buy |
5,937
+13
| +0.2% | +$223 | 0.06% | 213 |
|
|
2017
Q4 | $103K | Buy |
5,924
+19
| +0.3% | +$329 | 0.06% | 213 |
|
|
2017
Q3 | $104K | Buy |
5,905
+18
| +0.3% | +$316 | 0.06% | 196 |
|
|
2017
Q2 | $103K | Buy |
5,887
+23
| +0.4% | +$403 | 0.07% | 194 |
|
|
2017
Q1 | $102K | Buy |
+5,864
| New | +$102K | 0.05% | 189 |
|