Northwest Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$44.55 - $47.22 $212,726 - $225,475	-4,775 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$47.13 - $51.25 $94,260 - $102,500	-2,000 Reduced 29.52%	4,775 $226,000
Q4 2021 Jan 24, 2022	BUY	$50.85 - $51.43 $97,072 - $98,179	1,909 Added 39.23%	6,775 $347,000
Q3 2021 Oct 20, 2021	SELL	$51.24 - $52.24 $11,016 - $11,231	-215 Reduced 4.23%	4,866 $249,000
Q2 2021 Aug 02, 2021	BUY	$51.12 - $52.03 $41,969 - $42,716	821 Added 19.27%	5,081 $263,000
Q1 2021 May 10, 2021	BUY	$50.99 - $52.34 $1,478 - $1,517	29 Added 0.69%	4,260 $218,000
Q4 2020 Jan 28, 2021	BUY	$50.91 - $52.11 $2,901 - $2,970	57 Added 1.37%	4,231 $220,000
Q3 2020 Oct 19, 2020	SELL	$50.84 - $51.98 $150,232 - $153,600	-2,955 Reduced 41.45%	4,174 $214,000
Q2 2020 Jul 13, 2020	SELL	$47.37 - $51.03 $27,900 - $30,056	-589 Reduced 7.63%	7,129 $363,000
Q1 2020 Apr 29, 2020	SELL	$39.2 - $52.09 $156,368 - $207,787	-3,989 Reduced 34.07%	7,718 $379,000
Q4 2019 Jan 14, 2020	BUY	$49.84 - $50.73 $105,062 - $106,938	2,108 Added 21.96%	11,707 $588,000
Q3 2019 Oct 28, 2019	BUY	$49.99 - $50.65 $99,180 - $100,489	1,984 Added 26.05%	9,599 $483,000
Q2 2019 Jul 23, 2019	SELL	N/A	-426 Reduced 5.3%	7,615 $379,000
Q1 2019 Apr 12, 2019	BUY	N/A	95 Added 1.2%	8,041 $392,000
Q4 2018 Jan 24, 2019	BUY	N/A	7,946 New	7,946 $377,000

Others Institutions Holding ITM

# of Institutions

178

Shares Held

33.5M

Call Options Held

0

Put Options Held

0

About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.