EP Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $689K | Sell |
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|
2023
Q3 | $781K | Buy |
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|
2023
Q2 | $835K | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $934K | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $100K | Buy |
|