Modern 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	$1.7M	Sell	66,600 -502,422	-88%	-$12.8M	0.04%	284
2025 Q1	$14.5M	Buy	569,022 +24,329	+4%	+$622K	0.46%	53
2024 Q4	$13.9M	Buy	544,693 +94,209	+21%	+$2.4M	0.52%	49
2024 Q3	$11.5M	Buy	450,484 +40,578	+10%	+$1.03M	0.7%	30
2024 Q2	$10.5M	Buy	+409,906	New	+$10.5M	0.77%	26