Heritage Wealth Management (Arizona)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$899K	Buy	35,242 +9,167	+35%	+$234K	0.5%	48
2024 Q1	$665K	Buy	26,075 +1,591	+6%	+$40.6K	0.34%	65
2023 Q4	$616K	Buy	+24,484	New	+$616K	0.33%	69