IMPACTfolio, LLC SMB Holdings History
Number of Shares
156,672.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
1.28%
Total Estimate Gain
$51,500.64
% of Total Estimate Gain
1.94%
IMPACTfolio, LLC's VanEck Short Muni ETF Holding Summary
As of 2025-06-30, IMPACTfolio, LLC held 156,672.00 shares of VanEck Short Muni ETF(SMB), totaling $2.70 Mil. This investment constitutes 1.28% of their stock portfolio, and IMPACTfolio, LLC now holds 0.98% of the outstanding VanEck Short Muni ETF(SMB) stock.
The initial trade took place in 2022Q2. And since then IMPACTfolio, LLC has made 13 purchases of SMB, at an average price of $16.94, for a total of 156,672.00 shares. Based on historical transaction data and SMB's current price of $17.27, IMPACTfolio, LLC's estimated gain on his SMB holdings is $51,500.64, reflecting a 1.94% gain to date.
IMPACTfolio, LLC SMB ($17.27) Holding Chart
IMPACTfolio, LLC SMB ($17.27) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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