SUMMIT WEALTH & RETIREMENT PLANNING, INC. – VanEck Short High Yield Muni ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.47M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-3.07%
quarter
VanEck Short High Yield Muni ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -47K | $21.77 | 67.92K | |
| Q2 2022 | share | Decrease | -0.75% | -510 shares | -66K | $22.46 | 67.92K |
| Q1 2022 | share | Decrease | -1.65% | -1.15K shares | -158K | $23.26 | 68.43K |
| Q4 2021 | share | Increase | +1.12% | 774 shares | 23K | $25.19 | 69.58K |
| Q3 2021 | share | Decrease | -11.63% | -9.05K shares | -255K | $24.95 | 68.80K |
| Q2 2021 | share | Decrease | -2.99% | -2.40K shares | -27K | $25.15 | 77.86K |
| Q1 2021 | share | Increase | +41.79% | 23.65K shares | 605K | $24.56 | 80.26K |
| Q4 2020 | share | Increase | +5.85% | 3.12K shares | 100K | $24.22 | 56.61K |
| Q3 2020 | share | Increase | +0.73% | 390 shares | 39K | $23.56 | 53.48K |
| Q2 2020 | share | Decrease | -4.85% | -2.70K shares | 9K | $22.85 | 53.09K |
| Q1 2020 | share | Increase | +3.54% | 1.91K shares | -102K | $21.41 | 55.79K |
| Q4 2019 | share | Increase | +8.46% | 4.20K shares | 107K | $23.85 | 53.88K |
| Q3 2019 | share | Increase | +12.82% | 5.64K shares | 148K | $23.57 | 49.68K |
| Q2 2019 | share | Decrease | -26.02% | -15.48K shares | -367K | $23.24 | 44.03K |
| Q1 2019 | share | Increase | +3.48% | 2K shares | 78K | $22.75 | 59.52K |
| Q4 2018 | share | Increase | 0.00% | 57.52K shares | 1.39M | $22.17 | 57.52K |