MGB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
7,947
+37
| +0.5% | +$944 | 0.07% | 209 |
|
|
2025
Q1 | $202K | Buy |
7,910
+250
| +3% | +$6.39K | 0.07% | 203 |
|
|
2024
Q4 | $195K | Sell |
7,660
-593
| -7% | -$15.1K | 0.06% | 196 |
|
|
2024
Q3 | $210K | Hold |
8,253
| – | – | 0.08% | 177 |
|
|
2024
Q2 | $210K | Hold |
8,253
| – | – | 0.08% | 183 |
|
|
2024
Q1 | $211K | Hold |
8,253
| – | – | 0.09% | 180 |
|
|
2023
Q4 | $208K | Buy |
+8,253
| New | +$208K | 0.1% | 174 |
|