Bartlett & Co. Wealth Management LLC Vaneck Short Muni ETF Transaction History

Bartlett & Co. Wealth Management LLC

$6.79 Trillion
Q1 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 54,963 shares of SMB stock, worth $935,470. This represents 0.01% of its overall portfolio holdings.

Number of Shares

54,963

Previous 64,178 14.36%

Holding current value

$935,470

Previous $1.1 Billion 14.13%

% of portfolio

0.01%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$17.08 - $17.25 $157,392 - $158,958	-9,215 Reduced 14.36%	54,963 $942 Million
Q4 2024 Jan 17, 2025	SELL	$17.07 - $17.26 $72,120 - $72,923	-4,225 Reduced 6.18%	64,178 $1.1 Billion
Q3 2024 Oct 17, 2024	SELL	$16.96 - $17.29 $114,547 - $116,776	-6,754 Reduced 8.99%	68,403 $1.18 Billion
Q2 2024 Jul 12, 2024	SELL	$16.87 - $17.03 $98,183 - $99,114	-5,820 Reduced 7.19%	75,157 $1.28 Billion
Q1 2024 May 09, 2024	SELL	$17.0 - $17.11 $49,810 - $50,132	-2,930 Reduced 3.49%	80,977 $1.38 Billion
Q4 2023 Feb 14, 2024	BUY	$16.61 - $17.14 $91,438 - $94,355	5,505 Added 7.02%	83,907 $1.43 Billion
Q3 2023 Feb 14, 2024	SELL	$16.65 - $16.89 $147,002 - $149,121	-8,829 Reduced 10.12%	78,402 $1.31 Billion
Q2 2023 Feb 14, 2024	SELL	$16.71 - $17.06 $210,378 - $214,785	-12,590 Reduced 12.61%	87,231 $1.47 Billion
Q1 2023 Feb 14, 2024	SELL	$16.7 - $17.09 $11,857 - $12,133	-710 Reduced 0.71%	99,821 $1.7 Billion
Q4 2022 Feb 14, 2024	SELL	$16.49 - $16.94 $364,940 - $374,899	-22,131 Reduced 18.04%	100,531 $1.7 Billion
Q3 2022 Feb 14, 2024	SELL	$16.54 - $17.18 $1.09 Million - $1.14 Million	-66,169 Reduced 35.04%	122,662 $2.04 Billion
Q2 2022 Feb 14, 2024	SELL	$16.77 - $17.11 $350,643 - $357,752	-20,909 Reduced 9.97%	188,831 $3.23 Billion
Q1 2022 Feb 14, 2024	SELL	$17.07 - $17.88 $145,265 - $152,158	-8,510 Reduced 3.9%	209,740 $3.59 Billion
Q4 2021 Feb 14, 2024	BUY	$17.88 - $17.98 $255,505 - $256,934	14,290 Added 7.01%	218,250 $3.91 Billion
Q3 2021 Feb 13, 2024	BUY	$18.0 - $18.11 $125,820 - $126,588	6,990 Added 3.55%	203,960 $3.67 Billion
Q2 2021 Feb 13, 2024	SELL	$18.0 - $18.11 $78,120 - $78,597	-4,340 Reduced 2.16%	196,970 $3.56 Billion
Q1 2021 Feb 13, 2024	BUY	$17.96 - $18.19 $1.41 Million - $1.43 Million	78,351 Added 63.72%	201,310 $3.63 Billion
Q4 2020 Feb 13, 2024	BUY	$17.98 - $18.16 $759,115 - $766,715	42,220 Added 52.29%	122,959 $2.23 Billion
Q3 2020 Feb 13, 2024	BUY	$17.83 - $18.11 $23,713 - $24,086	1,330 Added 1.67%	80,739 $1.46 Billion
Q2 2020 Feb 13, 2024	SELL	$17.29 - $18.01 $139,789 - $145,610	-8,085 Reduced 9.24%	79,409 $1.43 Billion
Q1 2020 Feb 13, 2024	SELL	$15.76 - $18.04 $240,576 - $275,380	-15,265 Reduced 14.86%	87,494 $1.52 Billion
Q4 2019 Feb 13, 2024	BUY	$17.69 - $17.81 $389,710 - $392,354	22,030 Added 27.29%	102,759 $1.83 Billion
Q3 2019 Feb 13, 2024	SELL	$17.65 - $17.76 $184,636 - $185,787	-10,461 Reduced 11.47%	80,729 $1.43 Billion
Q2 2019 Feb 13, 2024	SELL	N/A	-3,700 Reduced 3.9%	91,190 $1.61 Billion
Q1 2019 Feb 13, 2024	BUY	N/A	415 Added 0.44%	94,890 $1.67 Billion
Q4 2018 Feb 13, 2024	BUY	N/A	6,485 Added 7.37%	94,475 $1.64 Billion
Q3 2018 Feb 13, 2024	BUY	N/A	5,520 Added 6.69%	87,990 $1.51 Billion
Q2 2018 Feb 13, 2024	SELL	N/A	-3,635 Reduced 4.22%	82,470 $1.42 Billion
Q1 2018 Feb 13, 2024	BUY	N/A	86,105 New	86,105 $1.48 Billion

Others Institutions Holding SMB

# of Institutions

Shares Held

12.5M

Call Options Held

Put Options Held

View Full List

About VANECK SHORT MUNI ETF

Ticker SMB
Sector ETFs
Industry ETFs

More about SMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Account

Bartlett & Co. Wealth Management LLC Vaneck Short Muni ETF Transaction History