WSTAM
Wilbanks Smith & Thomas Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.07M | Sell |
87,569
-4,955
| -5% | -$230K | 0.11% | 119 |
|
|
2023
Q4 | $4.35M | Buy |
92,524
+51,597
| +126% | +$2.43M | 0.13% | 114 |
|
|
2023
Q3 | $1.8M | Buy |
40,927
+2,310
| +6% | +$102K | 0.06% | 171 |
|
|
2023
Q2 | $1.78M | Sell |
38,617
-134
| -0.3% | -$6.17K | 0.06% | 177 |
|
|
2023
Q1 | $1.8M | Buy |
38,751
+1,932
| +5% | +$89.8K | 0.06% | 169 |
|
|
2022
Q4 | $1.68M | Buy |
36,819
+3,805
| +12% | +$174K | 0.06% | 177 |
|
|
2022
Q3 | $1.44M | Sell |
33,014
-849
| -3% | -$37K | 0.06% | 178 |
|
|
2022
Q2 | $1.55M | Sell |
33,863
-2,193
| -6% | -$100K | 0.07% | 179 |
|
|
2022
Q1 | $1.64M | Sell |
36,056
-109,868
| -75% | -$5M | 0.07% | 179 |
|
|
2021
Q4 | $7.48M | Hold |
145,924
| – | – | 0.26% | 88 |
|
|
2021
Q3 | $7.48M | Buy |
145,924
+512
| +0.4% | +$26.2K | 0.29% | 82 |
|
|
2021
Q2 | $7.54M | Buy |
145,412
+437
| +0.3% | +$22.6K | 0.3% | 75 |
|
|
2021
Q1 | $7.43M | Sell |
144,975
-351
| -0.2% | -$18K | 0.32% | 70 |
|
|
2020
Q4 | $7.56M | Sell |
145,326
-1,503
| -1% | -$78.2K | 0.36% | 71 |
|
|
2020
Q3 | $7.53M | Buy |
146,829
+665
| +0.5% | +$34.1K | 0.41% | 56 |
|
|
2020
Q2 | $7.45M | Sell |
146,164
-673
| -0.5% | -$34.3K | 0.45% | 46 |
|
|
2020
Q1 | $7.21M | Buy |
146,837
+4,204
| +3% | +$207K | 0.53% | 36 |
|
|
2019
Q4 | $7.16M | Sell |
142,633
-15,359
| -10% | -$771K | 0.42% | 51 |
|
|
2019
Q3 | $7.95M | Sell |
157,992
-4,393
| -3% | -$221K | 0.5% | 41 |
|
|
2019
Q2 | $8.08M | Buy |
162,385
+4,398
| +3% | +$219K | 0.52% | 35 |
|
|
2019
Q1 | $7.71M | Sell |
157,987
-875
| -0.6% | -$42.7K | 0.5% | 44 |
|
|
2018
Q4 | $7.54M | Buy |
158,862
+101,072
| +175% | +$4.8M | 0.52% | 36 |
|
|
2018
Q3 | $1.35M | Buy |
+57,790
| New | +$1.35M | 0.08% | 145 |
|