Capital Advisors Wealth Management, LLC Vaneck High Yield Muni ETF Transaction History

Capital Advisors Wealth Management, LLC

$560 Million
Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,917 shares of HYD stock, worth $449,416. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,917

Previous 26,142 65.89%

Holding current value

$449,416

Previous $1.36 Million 66.4%

% of portfolio

0.08%

Previous 0.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$50.79 - $52.53 $874,857 - $904,829	-17,225 Reduced 65.89%	8,917 $456,000
Q4 2024 Jan 14, 2025	SELL	$51.09 - $53.06 $555,705 - $577,133	-10,877 Reduced 29.38%	26,142 $1.36 Million
Q3 2024 Oct 15, 2024	SELL	$51.46 - $53.07 $224,931 - $231,968	-4,371 Reduced 10.56%	37,019 $1.96 Million
Q2 2024 Jul 16, 2024	SELL	$51.05 - $52.32 $130,585 - $133,834	-2,558 Reduced 5.82%	41,390 $2.14 Million
Q1 2024 Apr 12, 2024	SELL	$50.72 - $52.26 $218,146 - $224,770	-4,301 Reduced 8.91%	43,948 $2.3 Million
Q4 2023 Jan 08, 2024	SELL	$47.58 - $51.74 $195,648 - $212,754	-4,112 Reduced 7.85%	48,249 $2.49 Million
Q3 2023 Oct 10, 2023	SELL	$48.61 - $51.86 $115,934 - $123,686	-2,385 Reduced 4.36%	52,361 $2.57 Million
Q2 2023 Jul 11, 2023	SELL	$50.2 - $51.99 $279,312 - $289,272	-5,564 Reduced 9.23%	54,746 $2.81 Million
Q1 2023 Apr 14, 2023	SELL	$50.65 - $52.87 $329,174 - $343,602	-6,499 Reduced 9.73%	60,310 $3.12 Million
Q4 2022 Feb 09, 2023	SELL	$48.5 - $52.5 $22,067 - $23,887	-455 Reduced 0.68%	66,809 $3.38 Million
Q3 2022 Nov 14, 2022	SELL	$49.93 - $55.14 $151,237 - $167,019	-3,029 Reduced 4.31%	67,264 $3.36 Million
Q2 2022 Aug 04, 2022	SELL	$51.24 - $57.32 $280,795 - $314,113	-5,480 Reduced 7.23%	70,293 $3.79 Million
Q1 2022 May 09, 2022	SELL	$57.28 - $62.28 $273,225 - $297,075	-4,770 Reduced 5.92%	75,773 $4.35 Million
Q4 2021 Feb 04, 2022	BUY	$61.76 - $62.59 $836,724 - $847,969	13,548 Added 20.22%	80,543 $5.03 Million
Q3 2021 Nov 12, 2021	BUY	$62.44 - $63.91 $609,102 - $623,442	9,755 Added 17.04%	66,995 $4.19 Million
Q2 2021 Aug 13, 2021	BUY	$61.85 - $63.61 $458,061 - $471,095	7,406 Added 14.86%	57,240 $3.64 Million
Q1 2021 Apr 20, 2021	BUY	$61.36 - $62.96 $3.06 Million - $3.14 Million	49,834 New	49,834 $3.1 Million

Others Institutions Holding HYD

# of Institutions

363

Shares Held

39.1M

Call Options Held

41.8K

Put Options Held

522K

View Full List

About VANECK HIGH YIELD MUNI ETF

Ticker HYD
Sector ETFs
Industry ETFs

More about HYD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Account

Capital Advisors Wealth Management, LLC Vaneck High Yield Muni ETF Transaction History