Mbm Wealth Consultants, LLC Vaneck Intermediate Muni ETF Transaction History

Mbm Wealth Consultants, LLC

$290 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$44.55 - $47.22 $5.01 Million - $5.31 Million	-112,400 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$47.13 - $51.25 $77,198 - $83,947	-1,638 Reduced 1.44%	112,400 $5.32 Million
Q4 2021 Feb 15, 2022	BUY	$50.85 - $51.43 $1.44 Million - $1.46 Million	28,335 Added 33.06%	114,038 $5.85 Million
Q3 2021 Nov 16, 2021	BUY	$51.24 - $52.24 $157,204 - $160,272	3,068 Added 3.71%	85,703 $4.39 Million
Q2 2021 Aug 13, 2021	BUY	$51.12 - $52.03 $224,161 - $228,151	4,385 Added 5.6%	82,635 $4.28 Million
Q1 2021 May 10, 2021	BUY	$50.99 - $52.34 $175,048 - $179,683	3,433 Added 4.59%	78,250 $4.01 Million
Q4 2020 Feb 09, 2021	BUY	$50.91 - $52.11 $564,337 - $577,639	11,085 Added 17.39%	74,817 $3.89 Million
Q3 2020 Nov 12, 2020	BUY	$50.84 - $51.98 $65,176 - $66,638	1,282 Added 2.05%	63,732 $3.27 Million
Q2 2020 Aug 07, 2020	SELL	$47.37 - $51.03 $58,454 - $62,971	-1,234 Reduced 1.94%	62,450 $3.18 Million
Q1 2020 May 13, 2020	BUY	$39.2 - $52.09 $295,215 - $392,289	7,531 Added 13.41%	63,684 $3.13 Million
Q4 2019 Feb 11, 2020	SELL	$49.84 - $50.73 $36,981 - $37,641	-742 Reduced 1.3%	56,153 $2.82 Million
Q3 2019 Oct 30, 2019	BUY	$49.99 - $50.65 $91,731 - $92,942	1,835 Added 3.33%	56,895 $2.86 Million
Q2 2019 Jul 30, 2019	BUY	N/A	2,916 Added 5.59%	55,060 $2.74 Million
Q1 2019 Apr 25, 2019	BUY	N/A	52,144 New	52,144 $2.55 Million

Others Institutions Holding ITM

# of Institutions

178

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.2M
Shares

$712 Million
0.06% of portfolio
Goodwin Investment Advisory Woodstock, GA

3.23M
Shares

$151 Million
40.75% of portfolio
Northwestern Mutual Wealth Management CO

2.74M
Shares

$128 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$72.5 Million
0.04% of portfolio
Htlf Bank Denver, CO

1.05M
Shares

$49.3 Million
5.49% of portfolio

About VANECK INTERMEDIATE MUNI ETF

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