Perigon Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 20,463 shares of ITM stock, worth $960,328. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,463
Previous 14,334 42.76%
Holding current value
$960,328
Previous $651,000 46.39%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$45.2 - $46.71 $277,030 - $286,285
6,129 Added 42.76%
20,463 $953,000
Q2 2025

Jul 15, 2025
BUY
$44.27 - $45.82 $634,566 - $656,783
14,334 New
14,334 $651,000
Q2 2023

Aug 02, 2023
SELL
$45.32 - $46.87 $3,127 - $3,234
-69 Reduced 1.16%
5,902 $271,000
Q1 2023

May 03, 2023
BUY
$45.33 - $46.87 $270,665 - $279,860
5,971 New
5,971 $277,000
Q1 2021

May 17, 2021
SELL
$50.99 - $52.34 $37,222 - $38,208
-730 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$50.91 - $52.11 $37,164 - $38,040
730 New
730 $38,000

Others Institutions Holding ITM

# of Institutions
192
Shares Held
38.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK INTERMEDIATE MUNI ETF

ITM Quotes by TradingView
  • Ticker ITM
  • Sector ETFs
  • Industry ETFs
More about ITM
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