White Lighthouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,500
| Closed | -$240K | – | 125 |
|
|
2019
Q4 | $240K | Hold |
13,500
| – | – | 0.09% | 120 |
|
|
2019
Q3 | $239K | Hold |
13,500
| – | – | 0.1% | 120 |
|
|
2019
Q2 | $239K | Hold |
13,500
| – | – | 0.1% | 118 |
|
|
2019
Q1 | $237K | Hold |
13,500
| – | – | 0.11% | 107 |
|
|
2018
Q4 | $234K | Sell |
13,500
-4,000
| -23% | -$69.3K | 0.13% | 102 |
|
|
2018
Q3 | $300K | Sell |
17,500
-5,800
| -25% | -$99.4K | 0.15% | 93 |
|
|
2018
Q2 | $402K | Hold |
23,300
| – | – | 0.22% | 75 |
|
|
2018
Q1 | $401K | Hold |
23,300
| – | – | 0.23% | 79 |
|
|
2017
Q4 | $402K | Buy |
+23,300
| New | +$402K | 0.23% | 82 |
|