XWM
Xcel Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
7,950
| – | – | 0.11% | 104 |
|
|
2025
Q1 | $407K | Hold |
7,950
| – | – | 0.13% | 102 |
|
|
2024
Q4 | $413K | Buy |
7,950
+450
| +6% | +$23.4K | 0.11% | 94 |
|
|
2024
Q3 | $398K | Buy |
7,500
+1,250
| +20% | +$66.3K | 0.12% | 93 |
|
|
2024
Q2 | $323K | Buy |
6,250
+250
| +4% | +$12.9K | 0.1% | 95 |
|
|
2024
Q1 | $314K | Buy |
+6,000
| New | +$314K | 0.1% | 97 |
|