SUMMIT WEALTH & RETIREMENT PLANNING, INC. – VanEck High Yield Muni ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$554,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-7.28%
quarter
VanEck 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 | -44K | $49.93 | 11.1K | |
| Q2 2022 | share | Increase | +1.60% | 175 shares | -29K | $53.85 | 11.1K |
| Q1 2022 | share | Decrease | -3.10% | -350 shares | -77K | $57.4 | 10.92K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $62.45 | 11.27K | |
| Q3 2021 | share | 0.00% | 0 shares | -13K | $61.95 | 11.27K | |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $62.54 | 11.27K | |
| Q1 2021 | share | 0.00% | 0 shares | 7K | $60.55 | 11.27K | |
| Q4 2020 | share | Decrease | -9.98% | -1.25K shares | -55K | $59.59 | 11.27K |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $57.15 | 12.52K | |
| Q2 2020 | share | Decrease | -9.24% | -1.27K shares | 21K | $56.09 | 12.52K |
| Q1 2020 | share | Decrease | -8.61% | -1.3K shares | -246K | $48.84 | 13.8K |
| Q4 2019 | share | 0.00% | 0 shares | -6K | $59.49 | 15.1K | |
| Q3 2019 | share | 0.00% | 0 shares | 10K | $59.06 | 15.1K | |
| Q2 2019 | share | Increase | +3.42% | 500 shares | 47K | $57.85 | 15.1K |
| Q1 2019 | share | 0.00% | 0 shares | 25K | $56.34 | 14.6K | |
| Q4 2018 | share | Increase | 0.00% | 14.6K shares | 891K | $54.41 | 14.6K |